If you have installed the mattero Outlook Add-In, you can send one or more Documents as an email direct from a Matter's Documents page.

Documents can be sent both individually and in bulk; this article will describe both processes.

Please note, you must have Microsoft Outlook open on your device, and the mattero Outlook Add-In open and pinned within Microsoft Outlook before proceeding.

Further, the same process can be followed for sending a Contact's Documents. (View the Send Contact Documents via Email article for more information.)

Sending an Individual Matter Document via Email

Please note, you must have Outlook open on your device, with the Outlook Add-in pinned for this process to work. View Step 4 of the Install the mattero Outlook Add-in article for how to pin the Add-in.

To send an individual Matter Document via email:

1. Select the Documents tab of a Matter.
   
   
2. Select the Actions menu of a Document, then select Email Document.

3. An email will open in Outlook with the Document attached.
   
   Please note, if you have configured a default Email Subject in mattero, this will be applied to the email as well, however this can be changed in the email itself. (View the "Configuring Email Subject" section of the Matter Contacts article for more information.)
   
   Enter a recipient in the To field as needed; additional files can also be attached from your device at this time.
   
   Further, it is recommended you have the Outlook Add-in pinned on your email; you can then attach files and select Contacts directly from mattero for your message (the Add-in will also automatically show Contacts related to the Matter by default).
   
   (View the Attach mattero Content to Email and the Send an email to a Contact in mattero via Outlook articles for more information.)
   
   Also, a mattero address will automatically enter in the Bcc field; do not remove this email address, as sending the email to this address automatically saves the email to mattero.
   
   Review the message as needed and send.

Sending Multiple Matter Documents via Email

Please note, you must have Outlook open on your device, with the Outlook Add-in pinned for this process to work. View Step 4 of the Install the mattero Outlook Add-in article for how to pin the Add-in.

To send multiple Matter Documents via email:

1. Select the Documents tab of a Matter.
   
   
2. Select multiple Documents (use Ctrl/Shift + Click), then select the Actions button in the top-right corner and select Email Documents.

3. An email will open in Outlook with the Document attached.
   
   Please note, if you have configured a default Email Subject in mattero, this will be applied to the email as well, however this can be changed in the email itself. (View the "Configuring Email Subject" section of the Matter Contacts article for more information.)
   
   Enter a recipient in the To field as needed; additional files can also be attached from your device at this time. Please note, it is recommended you have the Outlook Add-in pinned on your email; you can then attach files and select Contacts directly from mattero for your message (the Add-in will also automatically show Contacts related to the Matter by default).
   
   (View the Attach mattero Content to Email and the Send an email to a Contact in mattero via Outlook articles for more information.)
   
   Further, a mattero address will automatically enter in the Bcc field; do not remove this email address, as sending the email to this address automatically saves the email to mattero.
   
   Review the message as needed and send.

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