You can not eMail from the Stored Documents tab in RCRM.
β
To do what you want, you need to
Click Options and then click Manager
Next, click Documents followed by Notebook Types and Templates
Find the Template Type you want to use
Click on the Notebook Type Templates tab
Click the β sign
Find the template and then click Select
Now find your applicant
Click New Note
Click Template Type you selected above
Find the Notebook Type you Want
Fill in the required information
In the Saved Notebook Item, click Email and choose Send Email
