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:

1. Email Recipient: Email address of the email recipient. (Defaults to the household’s primary email).
2. Email Subject: Subject line for the email.
3. Email Body: Body text box for the email.
4. Cancel: Clicking this button will cancel the creation of the email.
5. 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. Click the “Send” button.
10. Success! You have successfully sent the document to the household: