Emailing documents to clients

It’s easy to email documents stored in Connectworks to clients. You can send any document this way, to any recipient, regardless of the entities subscription plan. You may select multiple documents and send simultaneously using this method. However, there is a maximum 10MB attachment limit. 

If you require the document to be signed this is a separate process, please see our article on Signing Documents.

Be aware that documents marked as "Confidential" can be emailed using this method, providing that the sender has access rights to the document. 

To email a copy of a document

1. Navigate to the relevant document repository

2. Select the document you want to send, click on the cogs, and choose email.

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You can then add the recipient/s, subject line, and text of the email. After completing just select send and the document will be emailed to the recipient/s as a .pdf attachment.

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