How to Send an Email
Sending emails from within Migration Manager provides a quick and easy way to auto complete email addresses and subject lines including the Matter Reference which is essential for fast and efficient email captures.
2. Click the Email button
On any page where you see an email address you should also see an email button. To generate an email to this person, click the email button.
3. Choose recipients
The Email To window will now appear, showing all of the individuals who are linked to this matter along with their email addresses. If you have clicked an email button on a file next to an email address, that email address will appear in the To section. You can add additional receipients by clicking the +Add button next to their name.
Note that if you want to CC or BCC someone, first click the radio button next to CC or BCC, then click the +Add button next to the person you want to add as a recipient.
4. Add Subject Line
Next add the subject line that you want to have appear on your email. Note that the subject line will include, by default, the matter reference number.
If you have attached a Word Document (docx), you can choose whether to embed the contents of the document in to the body of the email, or attach it as an attachment.
If you select Embed, the text from the document will be emeded in to the body of an Email.
To attach the document as an attachment to the Email, set the switch to Attach.
When you click Create Email the the document will be attached to the email.
7. Generate and Edit the Email
Now click the Create Email button.
Migration Manager will proceed to open a new email from your Outlook and (1) insert the email address of the selected person(s) and (2) insert the subject into the email subject line. You can now proceed to add content to the body of the email.
