Emailing Documents
- Ahmad Zahedi
Overview
The Emailing Documents Feature will allow the user to email any case documents to a specific email address.
Sending Documents
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.
To send documents, select the “Email Documents” option from the Select Action… menu
This feature, if enabled, is controlled by permissions. If you are unable to find the “Email Documents” option in the Select Action… menu, please contact support to request permissions.
After selecting this option, the Email Documents dialog will be displayed
Selecting documents to send
The available documents will be displayed under the “Select Documents” header and allow for the selection of one or more documents that you would like to send.
Selecting Recipients
Case Recipients
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.
The added contacts will be shown under the “Select contacts” header.
Manually entered contacts will not be saved or added to the case in MAGNET.
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.