MatterSphere handy hints - Attaching documents to emails

When sending attachments in emails the method you pick will depend on whether the document is already stored in MatterSphere.

If you want to attach a MatterSphere document, click the Create option and select To Associate. After selecting the Associate and clicking Proceed, click the Current Document ribbon. Click the Insert icon and then select Attach Document.

 

The MatterSphere Documents area will be displayed – click the document you want to attach and click Select.

 

If the document you want to attach is not already saved in MatterSphere click the Attach File icon on the Message ribbon.

 

Browse to the location that the document is saved in and click Insert.

When you send the email you will be asked if you want to save the attachment to MatterSphere.