Steps
Go to the Documents section in your Estateably file.
Click the three-dot menu next to the document you want to send and select Email.
An email window opens with the following pre-filled fields — modify any as needed:
To — the contact's email address
CC — additional recipients, separated by commas
BCC — blind copy recipients, separated by commas
Subject — the file name
Body — a default message
Attach the file if it is not already attached.
Click Send. An "Email sent" confirmation appears in the bottom right corner.
To cancel, click Cancel to close the email modal without sending.
Conclusion
The document is sent to the recipient and an email activity log entry appears on the file's Overview page. If you need to send emails from other sections, see Using the Email Integration.
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