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Create outlook email template with attachments pro#

Template - If relevant, you can select from a library of Templates maintained for your practice.

Refer to Adding and Changing Recipients when Creating an Email. Recipients - If the email is being sent to additional recipients, or to CC or BCC recipients, or to a different email address other than that of the client it is being filed under, click the Recipient link.

Enter or change any of the Create Email options.Ĭlient - To search for a different Client, type at least three characters of the Client’s name to display all clients containing those characters anywhere in the Client Name.

To remove a selected document, click the X next to it. If required, you can select any additional documents filed in FYI by clicking Add Document. The selected file(s) are automatically attached and show in the Attachments section.

The Create Email options display in the drawer.

If your practice is on the Intermediate plan, click the Send button.

Create outlook email template with attachments pro#

If your practice is on the Pro plan, click the Share button. Refer also to Selecting Documents in a List. To select multiple documents, select the documents you want to send by clicking the checkboxes on the left-hand column next to the relevant documents/emails. In FYI from any list, select one or more documents you want to send.You can create an email by selecting one or more documents filed in FYI that you would like to send.įor a video walkthrough that includes this feature, refer to Creating an Email in FYI.