How to send a Form via Email

When you have merged a Form in Migration Manager, you will need to send it to the Client for their review. The following article sets out how to send merged Forms via Email.

1. Merge the Form

First you will need to merge the Form in the relevant matter. For instructions on how to merge a Form, see: How to Merge a Department PDF Form

2. Open the Documents tab

First, go to the Documents tab of the matter on which you want to send a merged Form. Note that merged Forms are saved in the Forms subfolder.

Alternatively you can switch to Flat View (by clicking the Flat View / Tree View button) and see the documents in chronological order.

3. Select the Form, Right Click and select Email To

After you have selected the Form you wish to email, right click it and from the context menu choose Email To and then choose the person you wish to email it to.

Tip - you can send multiple forms and documents in the same email by:

  1. using your Ctrl key to select multiple items at the same time
  2. then right clicking one of the selected items and choosing Email To from the context menu.

4. Select who to Email To

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.

5. Create the Email

When you have finished add receipients, click the Create Email button to generate the email in Outlook.

6. Review and Send the Email

An email will now appear with the selected Form attached. Edit the text of the email as necessary and then send it.