Emailing from a matter

You can email from the Matter Details screen either to one or several contacts or to all contacts attached to the matter. When you do this, Outlook generates a blank email with the address or addresses in the To: field and the matter reference and description in the subject line. You are then able to type in the required message and send the email.  

Tip You can also email from the Document History (with attachments) and Contacts tabs.

1. From the Matter Details click on the E-mail menu. A list of contacts with email addresses displays.
2. Click on box to the left of each contact you want the email to go to. A tick will display against each one.
3. Click on the Send Email button. Outlook generates an email with the relevant contact email addresses and the matter reference and description completed.
4. Complete the email message and send.