Send documents by email

Share documents directly from your Salesforce object record with the Send by email option. Just choose the document you’d like to send in the Documents tab and click Send by email.

In the Send by email options pop-up, enter recipient email addresses and names. Click the plus icon to add another recipient to the list. You can add up to 20 recipients.

Alternatively click +Add from address book to select recipients from your contact list.

Email addresses in the contact list begin with emails of the email fields for the related object. The most frequently used or most likely required contacts will appear first in the address book.

When finished, click Add to Recipients.

Click Add message if you would like to add a custom message to your recipients.

When finished, click Send by email.