Description
Power Practice interfaces with Microsoft Word and Outlook for several tasks. We can setup Word to include an easy-to-use email link option. This will significantly reduce the steps required to send items directly to their destination.
Step-by-Step
- Open Microsoft Word.
- Select the File menu in the top left corner.
- Visit Options.
- Visit Quick Access Toolbar.
- Find and left click the Email option in the left column.
- Use the Add button to move it to the right side.
- Select Ok.
- The Word application will now feature the Email icon shown. Left click this icon to automatically draft a new Email with the document attached.
- Your new Email will pop-up with the file attached.
- Enter the remaining data fields and send it as needed.
This will significantly improve the transition between a Word document and the process of sending it via Email. You no longer have to save the file (unless you choose to do so) to link it to an email message.
Additional Resources
