Attach a Text or Form Document to an E-mail Message

After assembling a document, you can attach it to an e-mail message and send it to another user.

Internet-based e-mail services are not compatible with this feature. You must have an e-mail program, such as Microsoft Outlook, installed on your computer.

To attach a document to an e-mail message

1. At the HotDocs library window, select a template and begin assembling the document. (See Assemble a Text or Form Document.)
2. After providing the required answers, click Send Document To > Mail Recipient (File menu). The Send Document To Mail Recipient dialog box appears.
3. Type a name for the attachment, then click OK. An e-mail message window appears.
4. Complete the e-mail message and send it.