Access section:
Go to the Documents section in your Estateably account.
An email window will pop up with the following fields, any of the fields can be modified if needed:
To: The contact’s email address.
CC: Other contact’s email address, using commas to separate additional contacts.
BCC: Other contact’s email address, using commas to separate additional contacts.
Subject: Name of file.
Body: "Hello, attached is the document."
Customize and Send:
Make any necessary changes to the email, attach file, and click “Send.”
The “Email sent” confirmation will appear in the bottom right corner of the screen.
Cancel:
When cancel button is selected, the email modal closes.