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
![1](drex_bullet_1.png) Recipients
Tick who the send the email to, either the Client, the Referrer, both or another recipient.
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The Client email address used us the Primary Email address
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The Referrer email address used is the one displayed in the field under Send to Referrer
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Use the Other Recipients text box to enter in additional people to receive the document
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![2](drex_bullet_2.png) 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.
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![3](drex_bullet_3.png) Message Body
Insert some text into the body of the email
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![4](drex_bullet_4.png) Attachment format
Choose the format of the document to be sent as
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![5](drex_bullet_5.png) 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
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![6](drex_bullet_6.png) Cancel button
Click Cancel to Cancel sending the email
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