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Version 7, 2019

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Email a document as an attachment


Once a document has been created in the letter editor it can be emailed to either the Client, the Referrer or both. Choosing Email As Attachment sends the document as a file rather than within the body of the email.
 
View the video -Bp Allied V.7 - Masterclass - Email invoices and letters on the updates in V7 including how how to use and create message templates.
 
Click Email as Attachment
The Email Details screen displays
Email a document as an attachment
1

Recipients

1. Recipients
 
Send to [Client name] - all email addresses are displayed (and sent to). This allows a document to be sent to multiple people related to a client for example, if the report is about a child and both parents need to be sent a copy, then they can both be emailed at the same time.
Third Parties – displays any Third Party with an email address
Referrers - displays all Referrers with an email address. If there is a Referrer related to the appointment selected, then this is displayed in bold at the top of the list.
 
No email addresses are selected to avoid sending to the wrong person.
 
2

Message template

2. Message template
One or more message templates can be created in Data Maintenance > Reminder Templates.
  • Using the Contact Type = EmailLetter will display the templates that have been created in the dropdown.
  • If, there is a default template, it will be displayed in the Message Body on opening the dialog box.
  • Selecting a different template will overwrite the default text in the Message Body.
The text in the Message Body can be edited as usual.
3

Subject & Attachments

3. Subject & Attachments
Edit the Subject Line. By default this displays as the letter template name
Click Attach files, if required
This allows other files to be sent with the email.
 
4

Message Body

4. Message Body
Insert some text into the body of the email
5

Attachment format

5. Attachment format
Choose the format of the document to be sent as
6

OK button

6. OK button
Click OK to send the Email
 
If an email address is selected from Third Parties or Referrers, then it is copied into the Other recipients field. Any email addresses in the Other recipients field will be displayed in the following dialog will display to confirm ALL of the email address that the email is being sent to.
 
Click OK to send the messages
 
Click OK
 
The email is saved into the Client record under the Documents/Phone Calls tab in the Contacts section.
Example of a document emailed as an Attachment