Sending Attachments by Email

The Send Email option in the Attachments tab provides the ability for you to email one or more attachments.

Additionally, you can read about sending documents via the workfile Print menu.

To send attachments by Email

  1. Open the workfile.
  2. Select the Attachments tab. The Attachments screen opens.
  3. Select the attachment, and then select Actions > Send Email from the Attachments toolbar.
  4. Enter the email address and other information as you normally would, and then send the email.

Note: You can multi-select two or more attachments by pressing the Ctrl key, and then left-click on each attachment.

Overview

Workfile - Attachments Tab

Screen Description

Attachments Tab Screen

 

 

 

 

 

 

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