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Creating Emails
Once you have created templates they will be available from the EMAIL dropdown menu seen below. Please read Creating Templates for more information.
Click the button.
Select the template from the list

Fill in the file name the default is the template name, check the people you want to email, set Before to Convert to EMAIL, set After to Open Email then click the Create button.
 Before can be set to Convert to PDF or Convert to DOC and After be set to email as attachment. This will create the document and attach it to the email.
See also
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