Both documents from the database and external documents from the local hard disk can be sent as attachments.

1. Select documents from the database by clicking  Add >  Shared documents.
2.  Add >  Documents filed with accounts, events or other records by searching in a suitable filing location.
3. If the email is linked to an  Account,  Event or other records for which documents have been filed, these linked records will automatically be offered for selection.
   Example: files from  Event/Directory,  Account/Documents or  Event/Mail
4. Add more  Text templates and (only for emails from events)  Event sheets as needed.
5. External documents added by clicking  Attachments >  Add >  Files are saved to the database and linked to the email.
6. External files added in the lower window  Documents from local hard drive will not be saved to the database.
7.  Save your changes.