You can create an email by selecting one or more documents filed in FYI that you would like to send. Refer to Attachment Limits for the maximum number of documents that can be shared at one time.
Note: Documents currently being edited cannot be shared. Users should ensure that documents are finished editing before selecting them as an attachment to an email.
Select Attachments and create an Email
- In FYI from any list, select one or more documents you want to send.
To select multiple documents, select the documents you want to send by clicking the checkboxes on the left-hand column next to the relevant documents/emails.
Note: Documents will display in the Create Email drawer in the order they are selected.
- If your practice is on the Pro or Elite plan, click the Share button.
If your practice is on the Intermediate plan, click the Send button.
Note: If the Share or Send button is disabled, ensure that the selected document/s have finished editing before creating the email.
- The Create Email drawer is displayed with the documents listed in the Attachments section.
Click Add Document to select any additional documents filed in FYI. To remove a selected document, click the X next to the name of the attachment.
- Update the fields in the Create Email drawer as required.
- In Send Attachments, select how the attachments will be included with the email - Collaborate, Email or Postal Service. The default setting for the client will be selected automatically.
Collaborate Elite Plan Pro Plan
The attachment is uploaded to Collaborate, and will be displayed on the email as a link. The attached document will also be displayed in the Client - Collaborate tab.
Email Elite Plan Pro Plan Intermediate Plan
Documents are included in the email as attachments, either as PDFs or as a copy of the selected documents, according to how the Include as PDF field is selected in the next step.
Postal Service
Where Postal Service is selected, the Create button will be hidden. A prompt will be displayed at the bottom of the screen to remind the user to send the document by post.
myprosperity
Practices integrated with myprosperity will be able to select myprosperity from the drop-down.
- Set the Include as PDF switch to "On" to send the attachments as PDF files, or "Off" to send in their original file format. Your selection will be the default for the next email you create.
- Click Create.
The email is created with the document(s) attached and is either saved as a draft or sent immediately, depending on the selection in the Save or Send field.
Note: When multiple documents are selected, the order will not be retained once the email is sent.
When the sent email is filed in FYI, the Attachments section of the Email drawer will display a list of the attachments on the email. Click on an attachment to display the drawer for that attachment. You can also click the Open icon to open the attachment immediately. The attachment will not be saved again as a separate document in FYI, as the document was already filed before creating the email.
Attachment Limits
Up to 10 files can be attached to an email.