Create from a new Contact Log

1. Click [Create New] in the breadcrumbs Quick button group.
2. Select {Contacts Log} from the drop down list.

3. Enter account name or use search and filters to find the account.
4. Select the contact type.
5. Enter the subject of the contact.
6. Click [Next]

To insert your new document

7. Click on [Insert document] button in the Notes button group. This opens the Insert Document window.

8. Select the folder to focus your search.
9. Select the document to highlight it.
10. If required for clarity change the Link Text. This changes the presentation of the link within the email only
11. To assist your client you can add Link Title this will be the pop up that the client sees when they hover their mouse pointer over the link.
12. Click [Insert] to insert  and return to the Contact Log.

Returning to the Contact Log complete your email and send.

13. Select the originator of the contact log
14. Complete the body of the Contact Log. Note that the file is automatically attached.
15. Tick the {Would you like to send and an email?} box
16. Select the recipients.
17. Click [Next] if you wish to set up an appointment or click [Finish] to save your contact log and send your email.