Steps
Open the file you are working in.
Select Forms and Letters from the left-hand menu.
Open the form or letter you want to send.
In the bottom-right corner, click Email instead of Generate.
Compose the email
After clicking Email, complete the following fields:
Recipient email address — the email address of the person receiving the document
Subject line — the email subject
Message body — the content to include in the email
The form or letter you are viewing is automatically attached. Add additional attachments if needed.
Send the email
Review the email details and attachments.
Click Send.
The recipient receives the email with all entered information and attachments.
Important details
Emails are sent from [email protected].
If no additional files are added, only the selected form or letter is attached.
Email vs Generate
Use Email when you want to send the document directly to a recipient from Estateably.
Use Generate when you want to download the document, save it to the file, or send it outside of Estateably using another method.
Conclusion
The form or letter is sent. Contact [email protected] if you need help.
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