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Overview
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The Emailing Documents Feature will allow the user to email any case documents to a specific email address. |
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When on a case that has documents attached to it, those documents can be easily emailed to contacts on the case or other third-party recipients using this feature.
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After selecting this option, the Email Documents dialog will be displayed.
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Selecting documents to send
The available documents will be displayed under the “Select Documents” header and allow for the selection of , allowing you to select one or more documents that you would like to send.
Selecting Recipients
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The contacts existing on the case will be shown under the “Select contacts” header. Any contact with an email address will be available to be selected to receive the documents.
Third-Party Recipients
If the documents need to be emailed to persons not on the case, the name and email address of the additional recipients can be added under the “Add email recipient” header. After entering in the details, click on “Add Contact”. You may add as many contacts as needed.
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Manually entered contacts will not be saved or added to the case in MAGNET. |
Email Subject
Added in version 7.0.9
When emailing documents from a case, the email subject line can be changed as needed by using the field found under the “Email Subject” header. The information entered into this Subject field will be used as the subject line for the email once it is sent.
Sending Emails
After all documents and contacts have been selected, click the “Send Emails” button to send an email with the selected attachments to each of the selected emails.