You can email a document directly from the Document History tab that appears on various ALB screens, for example:
Client Details — lists documents that have been saved with the client record
Matter Details — lists documents that have been saved with the matter record
Module screens, for example Conveyancing Details — list documents that have been saved with the module matter record
To email a document:
On the Document History tab, right-click the document and select Email.
An email opens with the document attached ready for you to add the email recipient and type an accompanying email message. The Subject of the email is automatically populated with Re + the contents of Description + the number of attachments.
You can also email a document from the Document Review element of My Home Page, as part of the document review process; see Reviewing documents.
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