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Mail Merge - Email PDF File
Mail Merge - Email PDF File
Scott Smith avatar
Written by Scott Smith
Updated over a week ago

Send PDF files as an attachment in an email document to another member. This feature is helpful if you want to create a PDF document for a mailing and another member is going to print the file and handle the mailing.

  1. Click the Documents icon in the navigation menu on the left.

2. In the grid, locate the document to email, then click the email pdf icon.

3. Complete out the Subject and Selected recipients textboxes.

4. The next step is create the email to the other member that will include the pdf attachment. Enter your email message to the other member in the Content textbox. You can choose from any options in the Toolbox to further enhance your message.
5. Click the Send button.
See also
Generate a PDF File

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