Steps
Open the Booking
Go to the Bookings tab in the left-hand menu.
Select the booking you’d like to send documents for.
Go to the Emails Tab
Click the Emails tab at the top of the booking.
Click New Email to open the email editor (as shown on this screen).
Compose Your Email
Fill out the To, CC, and Subject fields.
Type your message in the main body.
You can use formatting tools (bold, italics, links, images, etc.) as needed.
Attach Multiple Documents
Scroll down to the Attachments section.
Click Document Links.
You’ll see a list of all documents associated with this booking.
Click the “+ Insert Document Link” button beside each document you want to include.
Each selected document will appear as a clickable link within your email body.
Repeat this for all the documents you’d like to attach.
Add Other Files (Optional)
If you need to include PDFs or other files, use the File Links or Upload File options to attach them manually.
Send the Email
Once all documents are attached and your message is ready, click Send.
The recipient will receive an email containing all your selected document links.
Notes
Only documents linked to the current booking will appear in the Document Links list.
Each link automatically directs the recipient to the most recent version of that document.
You can also add Invoice Links the same way if needed.
If you don’t see any documents listed, make sure your booking has active documents under the Documents tab.
From the document:
Open the Document You Want to Send
Go to your Booking.
Click on the Documents tab.
Open any document (for example, Blank Document or Group Resume).
Click Share → then select Compose Email.
The email composer window will open, as shown on this screen.
Add Recipients and Subject
Confirm the From and To email addresses.
Add CC or BCC if needed.
Type a Subject line for your message.
Compose Your Message
Write your email in the message editor.
Use formatting tools (bold, italics, links, images, etc.) to personalize your message.
Attach Multiple Documents
Click Document Links at the bottom of the composer.
A list of all available documents linked to this booking will appear on the right-hand side.
Click the “+ Insert Document Link” button beside each document you’d like to include.
Each document you select will appear in your email body as a clickable link.
Repeat this process for as many documents as you’d like to attach.
Attach Other Items (Optional)
You can also use:
File Links to attach uploaded files (PDFs, images, etc.)
Invoice Links to include active invoices related to the same booking.
Send the Email
Once all links and attachments are added, click Send in the bottom-right corner.
Your recipient will receive one email with clickable links to all attached documents.
Notes
Document links automatically use the latest version of each file.
You can preview each document link before sending to confirm accuracy.
To save progress and return later, click Save Draft instead of Send.
Ensure your email provider is connected in Settings → Personal Settings before sending.