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Let’s prepare an email to Emma Carter with
the project summary for PRJ-1042.

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We’ll start from her contact, choose the
document and send it with Gmail.

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There’s also a sample message you can
adapt before writing to your own contacts.

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Open Contacts from the main menu.

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Find Emma and check her email address.

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Select her email to open New message.

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You’ll also find the email action beside
the address in her contact record.

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Check the recipient when the composer
opens,

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especially if you have contacts with
similar names.

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In the message window, open Send with and
select Gmail, shown with the Google icon.

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You can also choose Outlook or
My Contacts Cloud.

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We’ll use Gmail here.

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Check the sender account.

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If Google asks you to sign in or choose an
account,

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use the Gmail account you want to send
from.

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Check To and enter Project summary
PRJ-1042 for our meeting as the subject.

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In the body, greet Emma,

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explain which document you’re attaching

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and ask her to confirm the outstanding
materials.

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Add a short sign-off.

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If you need copies, expand C C or B C C
and check each address.

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Under Attachments, select the project
summary.

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Check the file name and description to
choose the reviewed version.

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The listed documents belong to the contact
you opened the message from.

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To add or check a file,

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choose Manage beside the list to open that
contact’s files.

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After working in Document management,
return to the message.

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Check the selected documents again and
keep only the files you want to send.

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We’re attaching the Version two summary.

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Read the subject and body to make sure
they describe that same file

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and the next step you’ve agreed.

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Before sending, check the recipient, Gmail
account, subject, text and attachments.

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Choose Send and complete the Google
sign-in if requested.

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Once sending finishes, open Gmail and find
the message in Sent.

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Check the recipient and attachment.

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For practice, try sending between two
accounts you own before using a real

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contact.

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To keep a record of the email in your
relationship with Emma,

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return to Contacts, select her row and
open Interactions, the notebooks icon.

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Record the document you sent and the reply
you’re waiting for.

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You can then review the context before the
next conversation

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and prepare a follow-up action when you
need one.

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You can now open email from a contact,

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choose Gmail and prepare a message with
that person’s documents.

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Resources has reusable sample text and the
illustrated steps.

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Adapt the greeting, subject and request to
your situation,

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check the attachment and use an account
you own for your first test.