Creating and Sending an Email
Clicking
Send Email
will open an e-mail pop-up. Draft the email, attach documents as applicable, and press Send
.Using the e-mail function in Entry Verification is no different than drafting and sending emails in any other application. The steps include:
- Recipient
- CC Recipient
- Subject Line
- Text
- Attachment
Complete the
To
, CC
, and Subject
lines in the same method used in any other email platform (e.g., Gmail).
To add attachments, expand the attachments icon to view the available documents.
Every document that was added to the entry in the
Document Retention
screen will become available on the grid. Review the list of documents to determine which ones to attach. Once those documents have been identified, check their corresponding boxes to the left.important
The check box at the top of the grid is a Select All box and (if checked) will select all documents as attachments.
Once all the information is entered and all documents are attached, click
Send
. 
Once an email is sent to someone, the recipient’s email address will be stored in the system. The next time the user emails that same recipient, the type-ahead feature will display the email address. Click on the name or press the Enter key to select the suggested email address.
Related Content
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Sending an Email
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