> ## Documentation Index
> Fetch the complete documentation index at: https://docs.decodahealth.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Emailing Documents & Forms

> Email a chart document or a completed form submission to a patient, with the document attached and the patient pre-filled.

You can email a patient a document from their chart, or a completed form they filled out, straight from the **Forms & Documents** tab. Either action opens the email window with the patient's email address already filled in and the file attached, so you just add a subject and message and send.

<Info>
  **Who can do this:** Staff with permission to send emails and to export data. If you don't see the option, ask an administrator about the **Send emails** and **Export data** permissions. The patient must also have an email address on file.
</Info>

<Info>
  **Sending must be turned on:** Your clinic needs a verified email sending address before the **Send** button is active. An administrator can set this up under **Settings > Emails**.
</Info>

## Email a Document

1. Open the patient's chart and go to the **Forms & Documents** tab.
2. In the **Documents** list, find the document and open its **⋯** menu.
3. Choose **Send to Patient**.
4. The email window opens with the patient's address filled in and the document attached. Add a subject and a message, then click **Send**.

## Email a Completed Form

1. Open the patient's chart and go to the **Forms & Documents** tab.
2. In the **Forms** list, find the completed submission you want to send.
3. Click the **mail** button on that row.
4. A PDF of the submission is prepared automatically. When it's ready, the email window opens with the patient's address filled in and the PDF attached. Add a subject and a message, then click **Send**.

<Info>
  The **mail** button appears only for **completed** submissions. To send a submission a different way, you can still open it and use **Export to PDF** to download a copy.
</Info>

## Before You Send

* Double-check the recipient — you can add **Cc** or **Bcc** addresses in the email window.
* The attachment is added for you; you don't need to upload anything.
* If a document can't be attached, you'll see a message and can attach a file manually before sending.