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Note: Click the Refresh button to check for entities that have been added since the Attach Document Files window was opened. A list of all the files for the selected entity displays in the grid on the right. The folder structure for the entity displays in the bottom-left section of the window. As you type, the system displays a list of entities that are possible matches. Enter the entity name or ID for the file.If you select Firm or Recent Entities as the entity type, continue with step c. Select the entity type for the file that you want to attach.On the CCH Axcess ribbon, select Attach Document Files with 7Zip.Create or open the email message that you want to add an attachment to.To include a file stored on a Document site as an email attachment, do the following: If you drag-and-drop files from Document to Outlook® emails, Document cannot encrypt the file, nor confirm the file's sensitivity level. Warning: These security features are available only when you send emails from within Document or when you use the Document plug-in to Outlook®. Note: See Securing Files Sent by Email in the Document Help for information about using sensitivity levels to control which files can be sent by email and for instructions on enabling email encryption. The plug-in will also encrypt the attached file if your firm has enabled Document's email encryption feature. Your firm can limit which files can be sent as email attachments based on sensitivity levels., the plug-in will verify that the file's sensitivity level allows it to be sent via email. If your firm uses sensitivity levels A category applied to a file that indicates the level of confidentiality required for the file. You can attach a file stored in Document to Microsoft® Outlook® emails using the Outlook® plug-in.