Adding a Document into the Body of an Email

At a user Group class last week, I learned a great tool in Documents that I had been needing to send our Agency newsletter out to customers and also sending marketing pieces to prospects.   What I needed was a way to send documents in the body of the email and not as an attachment.  With an attachment, I always feel like I have to say almost everything that is in the attachment which is asking them to read it twice. Some emails will go to spam because of the attachment and it is never received.  When Todd Arnold, from AB Solutions, mentioned this little tidbit as he was teaching on Form Letters and Proposals, it made my day!!  I hope this helps someone else get excited to have a solution to this problem. 

Instructions:

1.       Open Word or Publisher

2.       Go to the FILE Tab

3.       Options

4.       Quick Access Toolbar

5.       Change Popular Command to ALL commands

6.       Scroll way down to “SEND TO RECIPIENT”

7.       Add to right side and OK.

 

This puts a quick access icon at the top left of your page that looks like an envelope and document in front of it.  When you click this, it opens up the email with a subject line and an introduction area to remark about what you are sending.  This will also show you your body of the email to check if it looks right.


 

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