Email Allowance Package Selections Request to Owner

  1. At the Allowance Package listing, click on the Allowance Package # to view the details.
  2. Click the Actions button at top right.
  3. Click Send Selections Request from the drop-down.
  4. Select an Email Template.
  5. Click OK. This will refresh the form and show the email message.
  6. Linked Files: Check the Grant Access field if you wish to share any linked files via the TeamLink Portal.
  7. Review the message.
  8. Click the Send Email button shown at the bottom.