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You need to provide the following information:
Related Records: The current Account and Claim are default added for you so that you can track this email later.
From: your email address.
To: Your customer’s email is default added for you.
Template: select existing email template to use.
Account: the current account is default selected
Entity and Search box: if you want to embed more information about Policy or Quote, use this.
Subject
Body: your email message
Account’s documents: select account’s document to be attached and sent with the email.
Attachments: attach other documents to be sent with the email.
When you’re ready, click Send to send the email.
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