We take external documents, convert them to PDF files and then embed those files in Maximizer for appropriate Address Book entries (ex - the Engagement Letter signed by John Smith of MegaCompany would be Inserted/Embedded into the Documents for John Smith).

Is there any way to email that document to one or more other recipients, directly from within Max? There is no "EMail" option when I right click on a document, or check any of the menu items, nor can I drag a document over the email button.

If Max 7 won't do it, will Max 8?

TIA - R.

I haven't seen any way to do it in 8, though that's a great idea. I know that you can now right-click and email documents from the company library, though.