Add documents from the file to an e-mail

36 votes

When creating an e-mail to get documents from the client file or even general documents and attach to the e-mail instead of only being able to attach documents from the file documents screen.

Planned Document Management Email Suggested by: Eric Ballinger (27 Feb, '18) • Upvoted: 30 Mar, '22 • Comments: 1

Comments: 1

30 Jul, '18
Mark Underwood
Yes. You shouldn't have to get out of the case and go to documents to forward a document.