FatStax Support SiteFatStax for iPhone Sharing From FatStaxHow do I send a Page or Resource in an email?

How do I send a Page or Resource in an email?

Sending an email to a customer that includes information from FatStax is as simple as the tap of a button. Resources sent using the directions below are sent as a link for your customer to view.

All emails are sent from the default email address on the iPhone. For directions on how to modify your default email address, click here. For directions on how to modify your email signature, click here.

1. Sending from a Page Card or Resource Car

1.1. Go to a Page Card or Resource Card

The example below is of a Page Card.

Go to any Page Card, Page, or Resource Card

1.2. Tap "Share"

Tap on the email icon (envelope)

1.4. Input the contact's information and tap "Next"

If enabled, FatStax can access your contact list on your phone and can auto-populate the contact's information.

Input the contact's information and tap "Next"

1.5. Make any modifications to the email and tap "Send"

You can make modifications by tapping within the email. A keyboard will appear for you to make modifications.

Make any modifications to the email and tap "Send"

2. Sending from a Page

2.1. Tap into a Page Card to view the Page's content

2.2. Tap the envelope icon

2.3. Input the contact's information and tap "Next"

If enabled, FatStax can access your contact list on your phone and can auto-populate the contact's information.

Input the contact's information and tap "Next"

2.4. Make any modifications to the email and tap "Send"

You can make modifications by tapping within the email. A keyboard will appear for you to make modifications.

Make any modifications to the email and tap "Send"

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