If you have installed the mattero Outlook Add-In, you can send one or more Documents as an email direct from the 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 from the Documents tab in a Matter or Contact. (View the Send Matter Documents via Email and Send Contact Documents via Email articles for more information.)

Sending an Individual 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 Document via email:

1. In the sidebar, select the Documents icon.
   
   
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.
   
   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.

Sending Multiple 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 Documents via email:

1. In the sidebar, select the Documents icon.
   
   
2. Select multiple Documents (use Ctrl/Shift + Click), then select the Bulk Actions button in the top-right corner and select Email Documents.

3. If the Documents selected are from two (or more) different Matters, a window will open confirming that you want to continue; select Yes.
   
   Please note, if the Documents are from different Matters, the email that generates (as shown in the next step in this guide) will not automatically save to any Matter, nor will a default email subject be applied.

4. 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.
   
   (If the Documents come from multiple Matters, these features will not apply.)
   
   Review the message as needed and send.

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Email, Attachment, Outlook, Hotmail, Files, Email Attachments