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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.
 
Click Email as Attachment
The Email Details screen displays
Email a document as an Attachment
1

Recipients

1. 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

Subject & Attachments

2. 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.
 
3

Message Body

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

Attachment format

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

OK button

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

Example of a document emailed as an Attachment

 
6

Cancel button

6. Cancel button
Click Cancel to Cancel sending the email