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You can create and send attachments directly from the forms you want to send. However, any logos that are part of the form won't be included in the email.
- Display the form you want to send.
- Select Email/Clipboard.
- Select whether you want Quicken to format the body of the email as HTML (recommended) or text.
- Select whether you want to send the form as an attachment (recommended) or embedded in the body of the email.
Enter the email address. (If you entered the customer's contact information in the Address Book, the email address will be filled it in for you.)
- Click OK.
- The message appears in your email application as outgoing mail. Verify the information, and click Send Email.
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