Send a document by email

Email an issued certificate or letter straight to the member, choose the recipient, preview the send and track how many times the document was delivered.

2026-07-11

Once a document is issued, you can email it to its recipient as a PDF attachment, without leaving the Suite. The send works just like the tax receipt: it is the very document that gets printed, and every send is tracked.

Send the document

  1. Open an issued document (a certificate or letter already sealed).
  2. Click Send by email.
  3. A preview window opens: it shows the recipient, their email address and the PDF file that will be attached.
  4. Confirm with Send now.

The document goes out in the church's language, and the send is logged in the member's communications (Members → Communications), like any official email.

Choose or change the recipient

Some documents - a letter, for instance - have no fixed recipient. In the send window you can pick a member: their email address is found automatically. For a certificate already linked to a member, that recipient is offered by default, with a Change button if needed.

Warning: if the chosen member has no email address, the window flags it and blocks the send. Add the member's email to their record, then try again.

Track sends

On the document list, next to the status, a badge shows whether the document has already been delivered: Sent, or Sent 2×, … Hover to see the last recipient.

  • From the second send on, the button becomes Resend.
  • On a resend, the window reminds you "Already sent N times · last to …" to avoid accidental duplicates.

Note: printing and downloading are not counted - only email sending leaves a trace, because that is what actually reaches the recipient. It's a small on-the-spot audit, handy to see at a glance what has been delivered.

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