Attach an Answer File to an E-mail Message

After gathering information in an interview, you may need to send those answers to another user. You can do this by attaching the answer file to an e-mail message.

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 an answer file to an e-mail message

1. At the HotDocs library window, select a template and begin assembly. (See Assemble a Text or Form Document.)
2. After completing the interview, click Send Answers To (File menu). The Send Answers to Mail Recipient dialog box appears.
3. In the Attachment name field, enter a name for the answer file attachment. Make sure to leave the file name extension on the attachment name.
4. Optionally, if you want the answer file to be compatible with versions of HotDocs prior to HotDocs 2009, select HotDocs 2005-2008 answer file.
5. Click OK. HotDocs opens an e-mail message and attaches the answer file.