Sharing documents using email

You can share one or more documents by email as attachments. Documents can be sent in their original format or converted to PDF files before sending.

Sharing documents by email

Before sharing documents by email, note the following:

• You can share up to 10 documents at one time.
• Email attachments are subject to file size limits.
• Documents must be finished editing before they can be shared.

To share documents by email:

1. Select one or more documents from the Documents list.
    
2. For practices on the Pro or Elite plan, select Share from the toolbar. 
   
   For practices on the Intermediate plan, select Send.
   
3. The Create Email drawer displays with the selected documents in the Attachments section. 
   
   Select Add Document to include additional documents, or select the X next to an attachment to remove it.
   
4. Update the fields in the Create Email drawer as required. 
    
5. In Save or Send, select whether to save the email as a draft in FYI or Outlook, or send the email immediately.
    
6. In Send Attachments, select Email. 
   
   Email will be selected automatically if it has been set as the default Send Attachment option in Client Settings.
    
7. Set Include as PDF to On to send the attachments as PDF files, or Off to send them in their original file format. 
   
   If an attachment can't be converted to PDF, FYI sends the attachment in its original format and confirms how many documents were converted successfully.
    
8. Select Create. The email is saved or sent according to the option selected in Save or Send.

The sent email is filed in FYI. The Attachments section of the Email drawer displays a list of the documents that were shared. 

Once documents have been shared by email:

• The Delivery Status of each document is set to Sent.
• Sent On displays the date and time the email was sent. 
• The Activity section of each document displays Marked as Sent, including the date, time, and user who sent it.