Hi @lubos. I am a bit slow in saying thank you for finding such a sensible way to do this, This has been a long time in coming , I think first requested in 2013 or 14 yr in a different tread to this one; but due to your perseverance you have found a way, I believe this ability is still not possible on many of the hosted accounting programs well known paid software versions , so for you to have achieved this is really a major achievement. Thank you so very much as this has been a major feature I have needed since beginning to use Manager.io.
I have found I need to have the file uploaded or attached a file as an attachment to the document say Invoice before selecting email as you have said above ,is the step that was not obvious at first ( when read in the newsletter but you have explained that nicely above. absolutely fantastic to do this so easily now