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Learn how to send documents from Astalty to other recipients such as the Plan Manager.
This video demonstrates how to send a signed service agreement through Astalty's e-signature functionality. Once the agreement is signed, it is automatically uploaded back into Astalty, and users receive notifications. Users can then send the signed agreement to recipients such as the plan manager. The process involves accessing the records page, selecting the desired record, and clicking "send." Users can add recipients and customise the email subject before sending. Additionally, users have the option to preview and exclude the original document before sending. Finally, users confirm the recipients and send the documents.
