It is possible to send documents within MICE to, for example, employees or suppliers. But how do you create and send such a document within MICE?

Sending a document

Step 1: Click on 'planning' in the navigation bar.

Step 2: Click on the event from which you want to send an event

Step 3: Click on 'documents' at the top of the menu bar

Step 4: Next, for documents, click on 'new document' or on the document you want to send (if you already have an existing document, go to step 7).

Step 5: Select the template for the document. (You can create these at setup>templates>documents).

Step 6: Click on 'save and edit'.

Step 7: Check to make sure that all data is correct and edit if necessary.

Step 8: Save it

Step 9: Scroll back to the top and click 'send'.

Step 10: Select the correct client and press 'send'.

Share document link

Just like quotes, documents can now be shared with a (shareable) document link. You can add the document link as a variable to a document message template so the recipient can easily share the link.

After the document is sent, a public link is created and available to share. You can find the link at the top right of the screen after opening the document.

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