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.

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

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

You may select multiple documents and send simultaneously using this method. However, there is a maximum 10MB attachment limit. 

To email a copy of a document

1. Navigate to the trust's document tab.

2. Select the document you want to send, click on the cogs, and choose email. 
You can then add the recipient, subject line, and text of the email: