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Best Practices for Sending Electronic Documents in zlien

Posted by Olivia Huppman

12/13/17 9:33 AM


Sending documents electronically is good for you and good for your document recipients. Paper mail takes a few days to arrive, but electronic documents are sent and received as soon as your document is ready. You can also track the status of documents sent online to instantly see when they have been delivered and opened, and you get to skip postage fees! 

The people receiving your documents also benefit when you send them online. They can access, save, and collaborate on documents online to skip the hassle of printing, scanning, and sorting through piles of paperwork. 

Ready to send your waivers and notices electronically? Here are some tips and tricks to get you started: 


In order to send a document electronically, you need the recipient’s email address. It’s a good idea to collect this information at the start of a job. Including email addresses when you add new contacts in zlien will save you time, but you can also enter them later on when you order a document.  

Give Your Customers and Vendors a Heads Up

It’s a good idea to inform the people you work with that you will be sending waivers or notices electronically. Here is some sample text you can copy and paste into an email to let them know:

Hello! I wanted to let you know that we will be sending you notices and waivers electronically via zlien. Make sure to look out for emails from us or new items in your Document Inbox if you are using zlien. When you receive an electronic document, you will be able to save it and send comments if you have questions or want more information. Thank you!

Always Send an Electronic Copy

It’s best practice to always send documents electronically. Whether or not you mail the document, it’s a good idea to send a copy online too. Electronic documents are convenient for the recipient, and give you a better way to ensure your documents make it to the right place. As an added bonus, you skip the postage fee! 

Ready to send some documents?


Topics: client success, Best Practices, customer relationship