Emailing documents from a client file to a third party

  • 1
  • Problem
  • Updated 3 years ago
Does anyone utilise the Email function to email clients their own information that is attached to their file?

We find that we only use this function to email third party persons info from a clients attachments. 

We would like to know if it is an option to block the automated process by which a clients email address is automatically entered when we are emailing an attachment from a clients file to a third party. 

We write letters to doctors and insurers and sometimes there is sensitive information in the document being emailed and is not intended to be emailed onto the client.

Unfortunately, this has occurred on occasion because the client's email address automatically pops into the To' address box and we forget to delete the clients email address.

Please offer advice/solution.
Photo of Luke D'Orsa

Luke D'Orsa

  • 32 Posts
  • 6 Reply Likes

Posted 3 years ago

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Photo of Joanna


  • 51 Posts
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I agree, this is a problem and risky. The other problem is that when you do remove the client's email and insert another (to send to the third party) then it asks you if you want to make that new email address the default email. That risks losing the client's email address, which would be very annoying.