The Emailing feature under the Documents tab allows a quick and convenient way to email documents to a household without the hassle of downloading the document, uploading the document to your email, and sending it.
Email Output - Legend
A. Email Recipient - Email address of the email recipient. (Defaults to the household's primary email)
B. Email Subject - Subject line for the email.
C. Email Body - Body text box for the email. (The default, auto populated, email body text is displayed in the picture to the right.)
D. Cancel - Clicking this button will cancel the creation of the email.
E. Send - Clicking this button will send the email and document the user has chosen.
Step-by-Step Guide to Sending an Email From the Documents Tab
- Navigate to the Household you wish to send the email to.
- Click on the Documents Tab.
- Click on the "Email Icon" next to the document you wish to send.
Fill 
- The email address will automatically populate with the primary email from the household profile. The Subject and Body will populate with a default template if one has been filled out for the letter you are sending If not, you will need to fill out / edit the boxes with information.
- Click the "Send" button.
- Success! You have successfully sent the document to the household.
Step-by-Step Guide to Sending an Email From Generate Letter Wizard
- Navigate to a "Generate Letter Wizard"
- Choose a Letter Template (If applicable).
- Fill out the Custom Fields (If applicable).
- Click Next.
- Look over Preview.
- Click Next.
- Click Send Email.
Fill 
- The email address will automatically populate with the primary email from the household profile. The Subject and Body will populate with a default template if one has been filled out for the letter you are sending If not, you will need to fill out / edit the boxes with information.
- Click the "Send" button.
- Success! You have successfully sent the document to the household.
