What to Say When Sending Documents Via Email: Professional Phrases


5 min read 07-11-2024
What to Say When Sending Documents Via Email: Professional Phrases

Sending documents via email is a daily occurrence for many professionals. It's a quick and convenient way to share information, but it's important to do it professionally. The words you use in your email can make a big difference in how your recipient perceives you and your message.

Imagine yourself as a client waiting for a crucial document. You receive an email with just a file attached and no context. How would you feel? Frustrated? Unclear about the purpose of the document? It's likely that you would feel a sense of uncertainty. Now imagine receiving an email with a clear, concise message, explaining the purpose of the document and even offering additional assistance. This would likely leave you feeling confident and reassured.

This article will guide you through the art of composing professional email subject lines and email bodies when sending documents. We will explore various phrases and templates for different scenarios, allowing you to navigate the world of email communication with confidence and clarity.

Subject Lines: Setting the Stage

Your subject line is the first impression your email makes. It should be brief, informative, and relevant to the attached document. Here are some effective subject line formats:

General Subject Lines:

  • [Your Name] - [Document Name] (Example: John Doe - Contract Proposal)
  • [Document Name] - [Project Name] (Example: Project Timeline - Website Redesign)
  • [Action] - [Document Name] (Example: Review - Meeting Minutes)

Specific Subject Lines:

  • [Document Name] for your review
  • [Document Name] as requested
  • [Document Name] - please find attached
  • [Document Name] - updated version

Pro Tip: Avoid generic subject lines like "Documents" or "Attachment." These are unlikely to grab the recipient's attention and may even get overlooked.

Email Body: The Heart of the Message

The body of your email should provide context for the attached document. Here's a breakdown of the key elements to include:

1. Greeting:

  • Formal: Dear [Recipient Name],
  • Informal: Hi [Recipient Name],

2. Opening Paragraph:

  • Purpose: Clearly state the reason for sending the document. For example, "Please find attached the [Document Name] for your review."
  • Context: Provide any necessary background information, such as the project name, meeting date, or previous discussions.

3. Document Description:

  • Highlight Key Points: Briefly summarize the content of the document and point out any important sections or information.
  • Call to Action: Specify what action you want the recipient to take. For example, "Please review the document by [Date] and let me know if you have any questions."

4. Closing Paragraph:

  • Thank You: Express gratitude for the recipient's time and attention.
  • Follow-Up: Offer to answer any questions and provide any additional information as needed.

5. Closing:

  • Formal: Sincerely,
  • Informal: Best regards,

6. Your Name and Contact Information:

  • Include your full name and contact information, including your email address and phone number.

7. Attachment:

  • Make sure the document is properly attached and that the filename is clear and descriptive.

Templates for Common Scenarios

Here are some email templates you can use for different situations:

1. Sending a Contract for Review:

Subject: [Your Name] - [Contract Name] for Review

Dear [Recipient Name],

Please find attached the [Contract Name] for your review. This document outlines the terms and conditions of our agreement for [Project Name].

Please take some time to carefully review the contract and let me know if you have any questions or require any clarification. We are happy to discuss any points further.

Thank you for your time.

Sincerely,

[Your Name]
[Your Email]
[Your Phone Number]

2. Requesting Feedback on a Project Proposal:

Subject: [Project Name] Proposal - Feedback Requested

Dear [Recipient Name],

Attached is the [Project Name] proposal, which we discussed during our meeting on [Date]. 

We would greatly appreciate it if you could take some time to review the proposal and provide your feedback. We are particularly interested in your thoughts on [Specific areas of concern].

Please let me know if you have any questions or if you would like to schedule a call to discuss the proposal in more detail.

Thank you for your time and consideration.

Best regards,

[Your Name]
[Your Email]
[Your Phone Number]

3. Sharing Meeting Minutes:

Subject: [Meeting Name] Meeting Minutes - [Date]

Hi [Recipient Name],

Attached are the minutes from our meeting on [Date] regarding [Meeting Topic].

Please review the minutes and let me know if there are any corrections or additions needed.

Thanks,

[Your Name]
[Your Email]
[Your Phone Number]

4. Sending a Presentation Deck:

Subject: [Presentation Title] Presentation Deck - [Event Name]

Dear [Recipient Name],

As we discussed, please find attached the presentation deck for [Event Name].

The deck covers [Key Topics] and provides insights into [Key Takeaways].

Please feel free to review the deck at your convenience. We would be happy to answer any questions you may have.

Best regards,

[Your Name]
[Your Email]
[Your Phone Number]

5. Sharing an Updated Document:

Subject: [Document Name] - Updated Version

Dear [Recipient Name],

Attached is an updated version of the [Document Name], incorporating the changes we discussed.

Please review the updated document and let me know if you have any further questions.

Thanks,

[Your Name]
[Your Email]
[Your Phone Number]

Tips for Professional Email Etiquette

  • Proofread carefully: Before hitting send, review your email for any grammatical errors, typos, or inconsistencies.
  • Keep it concise: Avoid lengthy paragraphs and focus on the essential information.
  • Use a professional tone: Even in informal settings, maintain a respectful and courteous tone.
  • Respond promptly: Aim to respond to emails within 24 hours.
  • Use a professional email address: Avoid using personal email addresses for business communication.

FAQs

Q: Should I use a formal or informal tone in my emails?

A: The appropriate tone depends on your relationship with the recipient and the nature of the communication. For most professional emails, a formal tone is generally preferred. If you have a close working relationship with the recipient, a more informal tone may be appropriate.

Q: How many attachments should I include in one email?

A: It's best to limit the number of attachments to one or two. If you need to send multiple documents, consider using a cloud storage service like Dropbox or Google Drive and sharing a link in your email.

Q: What is the best time to send emails?

A: The optimal time to send emails varies depending on your industry, target audience, and time zone. Generally, avoid sending emails late at night or early in the morning. Experiment to find the best times for your specific needs.

Q: Should I use emojis in professional emails?

A: While emojis can be a useful tool for informal communication, it's best to avoid them in professional emails. They can be distracting and may be interpreted differently by different recipients.

Q: Should I follow up on an email if I haven't received a response?

A: It's appropriate to follow up if you haven't received a response within a reasonable timeframe, especially if the email concerns a time-sensitive matter. Remember to be polite and respectful in your follow-up message.

Conclusion

Mastering the art of sending professional emails with attached documents can be a game-changer in your professional life. By following the tips and templates provided in this article, you can effectively communicate your message, build strong relationships, and leave a positive impression on your recipients. Remember, a well-crafted email is not just about sending information; it's about making a lasting impression.

Just like a well-crafted piece of art, a professional email needs careful attention to detail. It's not just about the words you use, but also the structure, tone, and overall message you convey. By investing the time and effort to compose thoughtful and professional emails, you'll be able to communicate effectively and build lasting relationships. So go forth and email with confidence!