In Docketwise, you can easily send email messages with attachments to your clients (all without ever having to leave Docketwise).

Note: This feature is currently unavailable for bulk messaging and text messaging.

In order to send an email message with an attachment, you will need to follow the steps below:

  1. Click the Create New ▼ button

  2. Select the Message option

  3. Select the Recipient of the message

  4. Either import an existing message template or enter your message title and message

  5. Select the 📎 Attach Files option

  6. Search the contact to which the files are related in Docketwise

  7. Select the file(s) that you would like to attach

  8. Click the Send Email button

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