Send a document to a contact

  1. Click > .

  2. Select the business relation record that has the document attached.

  3. Click the document icon to open the form.

  4. Select the document that you want to attach to an e-mail message.

  5. Click .

    Microsoft Office Outlook opens a new e-mail message with the active document attached.

Send a document to an e-mail group

  1. Click > Common Forms> .

  2. Select the business relation record that has a document attached.

  3. Click the document icon to open the form.

  4. Select the document that you want to attach to an e-mail message.

  5. Click .

  6. In the form, select the e-mail group that you want to send the document to.

  7. In the field group, select .

  8. Click .

    Microsoft Office Outlook opens a new e-mail message with the active document attached.

Note Note

You can use these procedures for any other main forms in :

See Also