Once a document has been created in the letter editor it can be emailed to either the Client, the Referrer or both. This option will insert the letter into the body of the email
Click on Email
The Email Details form displays
 Email recipients Both checkboxes are unchecked to avoid sending to the wrong person. Send to [Client name] and all email addresses are displayed.
 This is the same as currently functionality, but the actual email addresses being sent to are viewable. This allows a document to be sent to multiple people related to a client for example, if the report is about a child and both parents need to be sent a copy, then they can both be emailed at the same time.
Send to [Referrers name] and their email address is displayed.
|
 Attach filesEdit the Subject Line. By default this displays as the letter template name
Click Attach files, if required
This allows other files to be sent with the email.
|
 OK buttonClick OK to send the email
If an email address is copied into the Other recipients field, the following dialog will display to confirm ALL of the email address that the email is being sent to.
Click Ok to send the messages
Click OK
The email is saved into the Client file under the Documents/Phone Calls tab in the Contacts section.
Example of an emailed document
|
 Cancel buttonClick Cancel to cancel sending the email.
|
