create file name using values from content control fields, then save and send file as attachment

[ShellR]

Hello, I am trying to figure out how to use the 1st 4 characters of a content control I bookmarked as FirstName + the 1st 4 characters of a content control I bookmarked as LastName + last 4 characters of a content control I bookmarked as PhoneH (would need to check to see if it's empty first); else would use the last 4 characters of a content control I bookmarked as PhoneC (would also need to check to see if it's empty); else would use the last 4 characters of a content control I bookmarked as PhoneO + date (yymmdd) from a field I added via the Insert>Date&Time (format: yyyy-MM-dd h:mm:ss am/pm).


I would like to use those values to create the filename, which I would then save (as is (word document), or perhaps a pdf), and then send as an attachment through (Outlook (ideally). But, since I don't currently have outlook on my desktop; is there a way to send it through another mail server perhaps?

thank you