Related Questions:
Attach several Documents to Client communications
Share multiple Documents
Link Multiple Documents
Is it possible to attach two document links in 1 email?
Can I send multiple BEO's at once?
How do I share multiple BEO's with a client?
Procedure:
You can send multiple Documents in one communication from within Event Temple by following these steps:
From within a Booking
Access one of the Documents you want to share
Click the Actions dropdown and select Share
Click on Documents Links at the bottom of the email creation screen
Click on Insert Document Link next to the Document you wish to share
Highlight the link and edit the text (as needed)
From the Email Tab
Access the Mail tab on the left-hand sidebar (or the Email subtab on a Booking)
Click the New Email button
Link to the appropriate Bookings/Contacts
Click on Documents Links at the bottom of the email creation screen
Click on Insert Document Link next to the Documents you wish to share
Highlight the link and edit the text (as needed)
Additional Information:
Unless you use the Actions > Share button, a Document will not automatically be listed as "sent". You will have to mark them as Sent by doing the following:
Opening the Document
Click Actions > Mark as Sent