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Send to mail recipient (as attachment)

Use this option to forward a copy of the selected document as an email.

Procedure

Select the desired document(s).
On the Document tab, click Send To | Mail Recipient (as Attachment).

Note: To send the entire client file to a mail recipient, on the Engagement tab, click Send To | Mail Recipient (as Attachment).
Click OK. The files are converted and attached to a message in your email application.
Enter the destination email address and a message.
Click Send in your email application.

Results

The documents have been converted to HTML and attached to an outbound email.

Notes

The Send to mail recipient feature only works with MAPI, the standardized mail interface for Windows. Lotus Notes is not supported.
Working Papers or CaseView documents are converted to HTML format to be sent via email.
Any document reference links are converted to hyperlinks in the HTML file.
Microsoft Word and Microsoft Excel documents are not converted to HTML prior to being sent.