Sending a Document Via Email

You can send a document via email as a read-only attachment. Sending documents as email attachments to clients, suppliers, and subcontractors allows you to quickly communicate information you need for your projects. Recipients will not be able to make any changes to the document, but they will be able to view the file as long as they have Microsoft Word installed (ConstructionSuite does not have to be installed in order to view read-only documents).

Send an estimate via email

  1. In an open document, click on the Send as email attachment button on the Document Management toolbar, located in the Add-ins tab in Microsoft Word.  An email will open with the read-only document attached.

  2. Enter desired information and click Send.