Emailing Generated Letters / Documents

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

1. Navigate to the Household you wish to send the email to.
2. Click on the Documents Tab.
   
3. Click on the "Email Icon" next to the document you wish to send.
   
4.  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.
   
5. Click the "Send" button.
6. Success! You have successfully sent the document to the household.
   

Step-by-Step Guide to Sending an Email From Generate Letter Wizard

1. Navigate to a "Generate Letter Wizard" 
2. Choose a Letter Template (If applicable).
   
   
3. Fill out the Custom Fields (If applicable).
4. Click Next.
5. Look over Preview.
   
   
6. Click Next.
7. Click Send Email.
   
   
8. 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.
9. 
10. Click the "Send" button.
11. Success! You have successfully sent the document to the household.