Emailing from a case
To email from a case, select the mail icon at the top of the DMS or Case Browser screen
An email box will appear.
Select the relevant 'From' address and 'Content Template'
Click OK
The email screen will appear.
**Note that the address, subject and body will auto-populate using information from the case
Click send
Emailing documents
Documents can also be included as attachments to an email.
It is possible to attach multiple documents
Tick the checkbox of the relevant document/s
select the mail icon at the top of the DMS or Case Browser screen
An email box will appear.
Select the relevant 'From' address and 'Content Template'
Click OK
The email screen will appear with the attachment/s listed at the bottom.
**Note that the address, subject and body will auto-populate using information from the case
Click send