Welcome to mobileread, Janie!
Rooting is a fairly simple process and it is described in our
wiki page. You merely need to download the Minimal Root package, connect your reader and doube-click a file. Many people have done it, I never heard of a device yet, that was broken.
Reading your specific needs I can imagine, that you do the following:
You can place your docs into the dropbox folder on your PC, they will by synced on your reader. Now on the reader, you can open the docs with Office Suite, edit it, safe and then sync again with dropbox.
If your collegues/clients also have access to the dropbox folder, they can access the updated file immediately. No emails involved, everybody in sync.
If you still want to send emails, you also can do this with the T1; there are some email programs, or you can do it through a webmail interface on the browser (gmail works great with the browser).
Getting Office Suite will cost you a small amount of money, but all the rest is free and partly already there, once you root. The big advantage is, that you can work in the actual documents directly and not just put remarks on a pdf. Additionly, getting these remarks off your reader and making them accessible to your colleagues is not that easy.