Is anyone else having issues with the Save & Email action on the Generate Document page in Lightning? Our users are not able to use this action - nothing happens. If you click a second time you get a server error.
Hey Everyone, I think I found the problem. In Lightning, the "Send Email" functionality is not a part of the interface, but can be accessed via a pop-up window displaying in Classic, which is how Steelbrick did to make it work. After messing around, I realized that my pop-up blocker was blocking the Send Email part of the Save & Email part of Generate Document. Once you allow pop-ups for the site, you should be able to use the functionality in Lightning.
Hi @DGold, I've confirmed the above solution (allowing pop-ups). However, I think you would agree this is not the best user experience. Can you tell me if there are any plans to make this functionality better for Lightning in upcoming releases?