3E MatterSphere – What Information is on a Client Record?
What kind of documents can I attach to emails?
In a nutshell, anything you want. The only issue you may have is whether the recipient has the appropriate software installed on their machine to open the attachment.
How do I attach a document to an email?
You can do this from the documents tab at Matter level or by creating an email in Outlook and adding an attachment.
- On the Documents tab, select the document.
- Click the Email option at the top of the screen or in the Actions pane on the left hand side.
- In Outlook, click Create Email to Associate or Client.
- Select the Client and click Proceed.
- Click the Current Document tab.
- Click Insert.
Which option should I choose?
You can add the attachment in its original format but it’s advisable to always add an attachment as a PDF document, which means it’s less likely to be altered.
Can I convert an existing attachment to PDF?
If you’ve added an attachment to an email in its original format you can convert it to a PDF document without having to delete and re-add it.
- In Outlook, click the Current Document tab.
- Click Insert.
- Click Convert Attachments to PDF.
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