Also, even just making the link to the doc centre and customer centre available to copy paste (like the questionnaire and opportunity email address currently) would enable people to decide of they want to send the link directly with the standard email, or use the links in one email they create from their own email platform.
Hi @jon@cashbackmortgage.com.au
We're implementing functionality that will allow you to generate a link in the Doc Centre, copy and paste into an email and send to your client, so that the email will come from your email address. Would this address your idea?
@Sarah: perfect thanks
We are working on an interface update that will enable us to implement this feature. Keep an eye out!
Should be able to include a button which does copies to clipboard...