Sending emails from within Migration Manager provides a quick and easy way to auto complete email addresses and subject lines including the Matter Reference which is essential for fast and efficient email captures.
1. Open the Matter
To send an email, you must first open the relevant Matter. Select the Matters button on the Main Toolbar and select your Matter.
2. Click the Email button
On any page where you see an email address you will also see an email button. To generate an email to this person, click the email button.
The Email To window will appear.
3. Complete message details
3.1. Choose recipients
Additional recipients can be added either by selecting the down-arrow in the 'To:' or 'CC' fields, then selecting the connection or staff member:
Or, by going to the People tab, then selecting the person by clicking the '+' icon for that person:
3.2. Complete the Subject
Enter the Subject that you would like to appear in the Subject of the email.
Note that the value in the 'Our Ref' field will automatically appear in the Subject field once the email is created.
3.3. Complete the Body of the message.
Complete the body of the message. You can also:
- Right-click in the body and select Embed Word Doc to embed the contents of the document in to the body of the email.
- Right-click in the body and select Insert Template to insert a predefined Template (see: Creating Message Templates).
3.4. Add any Attachments
Select the Attachments tab.
You can attach a document either by:
3.4.1. Dragging and Dropping
Dragging and Dropping the file from its current location in File Explorer into the Attachments window.
3.4.2. Adding via the 'Add' button
Click the +Add button on the Attachments tab.
Select the Document/s you would like to attach. You can also refine the document list by using the Search button. Once your selection is complete, click Select Document.
4. Generate the Email
Once all details are complete, click the Create Email button.
Migration Manager will proceed to open a new email from your Outlook and insert the details you have just completed.
5. Send the Email
Once you are happy with the email, click Send in Outlook as you normally would. The email can be found in your Sent Items of Outlook and will be captured against the Matter during Email Capture.