Emailing Documents

Article author
Tamsin Watson
  • Updated

What is the context?


Meddbase allows users to send and receive emails without having to leave the application. This helps to save time and ensure accuracy of information shared. The email function allows for documents to be attached, and even offers the option to send those documents securely using a validation code sent to the recipients mobile number, keeping security at the heart of what we do.

What is the purpose of the article?


This article explains the different ways to email documents.

Emailing Documents


Should you ever need to communicate documents to others by email, this can be achieved in one of three ways. Begin by opening the document you wish to email and click the ‘Email’ button on the top toolbar. 

Emailing_documents.gif click on the gif to enlarge

  • Send Document as Regular Attachment - This option attaches the document to an email as a regular attachment. If the document contains clinically sensitive information or patient data, we advise using the Secure Link route.
  • Send Document as a Secure Link - Te recipient of the email does not receive the attachment directly in the email, but instead follows a secure link that requires access to a mobile phone and submitting a code sent to that mobile. To learn more about this, see Sending an attachment as a Secure Link.
  • Make document into the email body - The document (or image) will be placed into the email body as though it were typed here. Upon receipt the user will see the full file immediately.

Selecting any of these options will present the following dialogue box, to which if you accept all Liability. you will need to click OK to accept liability and proceed with emailing the document.

Choosing any of these three options will bring up the email dialogue where you may fill in the To, Cc, Bcc, Subject and Body for the email. Any users of the system will appear automatically when you type their first or last name. You may also click the ‘To’, ‘Cc’ or ‘Bcc’ fields to select from your contacts and friends, or the patient’s contacts, collaborators, employer contacts, insurer contacts etc if listed.

You may also attach further files to emails by clicking the ‘Attach’ button on the top toolbar. 

Review date


This article was last updated on 29th January 2025.