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This article applies to:

  • Product: Digita Practice Management

Use a template to email clients from Practice Management

You can use Practice Management to compose emails to your clients or contacts according to a template have your email application send them.
You will need to have created at least one email template.
  1. Select the clients or contacts you want to email.
  2. Right-click on the clients or contacts you want to email, then select
    Create Office document
    from the context menu.
  3. Select
    Next
    .
  4. Select an email template, then
    Next
    .
  5. Enter any
    Reference
     and
    Signatory
     that you want to include, then select
    Next
    .
  6. Select the
    Save options
     you want, then
    Next
    .
  7. Set any additional options you need, then select
    Next
    .
    Practice Management asks you to grant access to your email application.
  8. Enter a title in the
    Subject
     field.
  9. Choose whether to send documents as an attachment or in the body of the email.
  10. Choose an
    Output
     option.
    • Send emails immediately.
    • Save the emails to you Drafts folder.
    • Open email email.
  11. Select
    Next
    , then
    Finish
    .
The emails are sent to the
Primary email
 for each selected client or contact. If there's no valid email address for a client or contact, you will be informed and asked if you want to proceed.
note
The email that your clients receive will not show the names or email addresses of the other recipients on your list. If you added a
Note
, it will only be applied to clients or contacts who receive the email.