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![]() ![]() Select the desired template from the Select Template dropdown menu, choose one of the radio buttons labelled "Use local email client" or "Use AppColl" and click Create Email. ![]() Click the email icon in the upper right corner. Saved email templates can be applied to a specific matter, task or contact record. Additionally, any documents sent with the email will be attached to the task. The contents of the email will be included in the task comments. Moving forward, the Load Template dropdown menu from the New Email Template window will show templates affiliated with the client/contact first, with unaffiliated templates shown below.Ĭreating 'Email Sent' Tasks: A the bottom of the New Email Template page is a check box labelled, "When email is sent, create a task for the matter called 'Email Sent', copy email body into task comments and link all attached documents to task." If checked, emails sent via this template will generate a task for the matter indicating an email was sent. In t he below popup window, s elect one or more contacts and click OK. In other words, you can create email templates for individual clients.Ĭlick the Affiliated Contacts Add button. You can also load and edit existing templates by using the Load Template drop down menu.Īffiliated Contacts: AppColl allows for email templates to be optionally affiliated with one or more contacts. You can delete the existing template with the "Delete This Template" button. You can also create a new template using the current one as a shell by clicking Save As. Save the template by clicking Save or Apply Changes. Click the button to edit the message directly in HTML. creating task type email notifications and calendar entries. The new template page is shown below with some example data. The advantages and disadvantages of each emailing option are further explained below.Ĭlick the Create Template link to create a new template from scratch. ![]() There are also options to use your default email client (i.e., Outlook, Google Mail, Apple Mail, etc.) or use AppColl's internal email form. The New Email popup window provides options to create a new template, or edit an existing template by selecting the desired template from the drop down menu and clicking edit. Click the icon to open the popup window shown below. In the upper right corner of any details page is an email icon. You can easily create email templates, which are very similar to task type notification templates. The advantage of sending an email directly from a matter, task or contact is by using email templates. A form letter provides a downloadable RTF document to be opened in a word processor, then sent via email by copying and pasting the contents into a message. These emails differ from form letters, because the emails can be dynamically sent without having to download an RTF document. You can send emails directly from a matter details page, a task details page, an invoice details page or a contact details page. ![]()
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