Using the Smokeball Word Ribbon, it is possible to send an automated document as the body text of an email.
Sending Emails directly from Word using Smokeball is a helpful tool.
Although you can choose to send any Word file you are working on as an attachment, this feature is mostly used to create "email templates." Once a email template is created in the Forms & Templates library, you can quickly insert the information as "body text" into an email as an email template.
If you find yourself sending sensitive documents or email messages, the best practice is to use Communicate for secure file sharing and messaging. Learn more about Communicate.
How to Send a Document as Body Text (Email Templates)
- Generate a document using a Blank Letter, Blank Caption, or by using the Forms & Templates Library
- If you have not created Email Templates in Word, it is quick and easy to add a template. Learn more about adding a template to Smokeball.
- From the Smokeball Word ribbon, select "email"
- Choose the appropriate recipient(s) to send the email and select body text
- You can also send Word documents as Word files, convert the file to a PDF, or combine multiple files into one PDF with a few clicks.
- Smokeball integrates with Outlook to open an email draft with any language inserted.
- Edit or fill in additional information that wasn't generated in Word and send.
- As with any email sent from Smokeball's integration with Outlook, the email is automatically saved in the matter.
- Once you send your email, there is no need to save the document itself since it served as your template.
- Select Close and choose not to save to return to the matter.