When you have merged a Letter in MM, you will need to send it to the Client for their review. The following article sets out how to send merged Letter via Email.
Note: We would usually recommend sending Letters and Documents via the Client Secure Portal as this method is encrypted at all times and is a more secure way of electronic communication. However, if you have not yet activated the Portal for your customer, Documents can be sent via Microsoft Outlook and your Email Provider.
1. Generate the Letter or Document
For instructions on how to generate a Letter or Document from a template please see: How to merge a Template Letter.
2. Open the Documents tab
Now go to the Documents tab, then select your Matter and choose the Out sub-folder.
3. Select to send item By Email
After you have selected the Letter you wish to send via email, right-click it and from the context menu choose Send Item => By Email (attached).
Note: You can also choose the option to Send Item => By Email (embed) which will embed the contents of the letter into the body of the Email Message itself.
The 'Email To' window will appear for you prepare your Email.
4. Complete the details of the message
- Complete the Body of the message.
- Select the recipients of the email (To) by clicking the 'To' row.
- Adjust the Subject if required.
Note. Your attached document will appear on the Attachments tab.
5. Generate the Email
Once you have completed all details, click 'Create Email'.
Migration Manager will proceed to open a new email message in Outlook and insert the details you have just completed.
6. 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.