End User - Emailing Documents

Documents can be emailed to any firm employee email account. To email a document:

1. Select the Document to email.

2. From the Menu Bar, select Email.
The Email Document window appears.

3. Enter the recipient(s) email address(es).
To send the document to your own email account, select Email Self. You do not need to
enter the email address.

NOTE

You may want to do this to be able to:
• Send the email to a recipient outside the company through your company email account.
• Retain the document longer than the EMX retention period.                                           

To email to multiple recipients, enter multiple email addresses separated by commas.
4. Click Send.
The “Email Sent” message appears.