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Email a document


Once a document has been created in the letter editor it can be emailed to either the Client, the Referrer or both. This option will insert the letter into the body of the email
 
Click on Email
 
The Email Details form displays
Email a document
1

Email recipients

1. Email recipients
Tick who the send the email to, either the Client, the Referrer, both or another recipient.
  • The Client email address used us the Primary Email address
  • The Referrer email address used is the one displayed in the field under Send to Referrer
  • Use the Other Recipients text box to enter in additional people to receive the document
2

Attach files

2. Attach files
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.
 
3

OK button

3. OK button
Click OK to send
 
 
Click OK
 
The email is saved into the Client file under the Documents/Phone Calls tab in the Contacts section.
 

Example of an emailed document

4

Cancel button

4. Cancel button
Click Cancel to cancel sending the email.