You need need to email a client a form, or any document for that matter.

You could pull the form from your files, type in the names, numbers, address, etc. Save it as a PDF, attach it to an email, write the body of the email, find the email address, and send. Or something like that.


You could click the mouse 3 or 4 times. And have a perfectly neat, formatted, and professional message every time.

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