Email documents from Document Portal

Posted on: 14 May 2021

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Following broker feedback, we have now made it possible to email documents directly from the Home & Legacy Online Document Portal. The new functionality allows brokers to email the documents either to themselves or even straight to customers.

When you log in to the document portal, a new ‘Email documents’ button appears prominently at the top of the page. The function then allows users to add the relevant email address, write a message and select the required documents from the list of those available.

Once finished, simply click ‘Email documents’ and the documents will be sent to the email address that was input. It is worth bearing in mind – especially if sending documents directly to customers – that the email generated uses a Home & Legacy template.

Barry O'Neill

Home & Legacy Managing Director, Barry O’Neill said: “E-trading solutions and online systems are successful when they’re developed in association with the users, which is why we always take into account broker feedback when adding functionality to Home & Legacy Online. This is a simple improvement but has a big impact in making our new Document Portal work harder for brokers”.

Log in to Home & Legacy Online to access documents