Send a form or letter by email
Open the file you’re working in.
Go to the Forms and Letters section.
Open the form or letter you want to send.
Click Email in the bottom-right corner instead of Generate.
Enter the recipient email address, subject line, and message body.
Add any other attachments you need — the form or letter you’re viewing is attached automatically.
Click Send.
Email vs Generate
Use Email to send the document straight to a recipient from Estateably. Use Generate to download the document, save it to the file, or send it another way outside Estateably.
Important details
Emails are sent from [email protected].
If you don’t add other attachments, only the selected form or letter is sent.
Conclusion
Your form or letter is sent to the recipient with everything you entered. If it doesn’t arrive, contact support.