Email Document from Word

Using the triConvey Word Ribbon, it is possible to send an automated document as the body text of an email.

1.    Generate a document using a Letter or Precedent.

2.    From the triConvey Word ribbon, select Send and then select Email.

3.    Choose the appropriate recipient(s) and method of sending the email (as a Word attachment, PDF, or in the Body Text).

Tip:  A new email window will open.  triConvey will attach your document to the email automatically.

4.    Compose the email as normal and click Send to send the email.