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FAQ
Overview
Emails can be created from multiple places in Actionstep. Some emails are automatic such as calendar reminders, task notifications, step change emails, and client portal invitations. Other emails are created manually by launching the Compose email screen.
This article outlines how to access and use the Compose email screen to send manual emails.
| Note: To access the Compose email screen, a personal or system mailbox must be set up in your Actionstep system. |
Navigation
Once mailboxes are set up, email messages can be composed and sent from Actionstep. There are multiple places from which emails can be composed.
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Global Create Button > Email (most common) |
The Compose Email screen can be launched by selecting the Global Create Button in the top-right corner of the screen and selecting Email.
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| Email screens > Compose |
A Compose button is present on all email inbox/sent/draft screens. These screens are located under the Comms menu item on the Main Menu.
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| Smart Create > Email |
The Smart Create button is available on Scratchpad notes and File notes. Selecting Smart Create > Email launches the Compose Email screen and adds the note's contents to the subject of the email. |
Elements & Function
The following table outlines each element and function of the Compose email screen.
| Send | Sends the email message |
| Discard | Deletes email |
| Last saved timestamp | Time that the Save button was last selected and the email was saved as a draft. All changes up until this point are preserved unless email is discarded. |
| Select a template |
Allows the selection of email templates in your Actiosntep system. Once selected, the template will populate the message body.
For more information on email templates, see Creating Email Templates |
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Launches printable version of the email, including:
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| Options |
Launches Email options popup.
Offers the following options:
Note: These indicators may not be supported by the recipient's email provider. Most major email providers do offer this functionality. |
| Save |
Saves email as a draft. Drafts can be accessed from the email menus or on email screens in Actionstep
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| Add Association |
Launches Set Associations screen. This screens allows the selection of matters or sale/purchase records (includes bills) to be associated with the email.
Once selected and saved, the associations appear on the Compose email screen:
Form more information on email associations, see Email Associations |
| Mailbox |
Mailbox from which the email will be sent. By default, this will be the current user's default personal mailbox.
If the current user does not have a personal mailbox setup, it will be the default system mailbox.
Different mailboxes can be selected.
For more information on Mailboxes, see: |
| To |
The email address(es) to which the message will be sent. This can be entered manually or by selecting the To button. Selecting the To button, launches the Add Recipients screen.
This provides quick access to parties related to the matters or bills associated with the email. It also offers a list of commonly used recipients and system users. |
| Cc | Email address(es) to Cc on the email. Selecting the Cc button launches the Add Recipients screen. |
| Bcc | Email address(es) to Bcc on the email. Selecting the Bcc button launches the Add Recipients screen. |
| Subject | The subject of the email to be sent |
| Attach file |
Launches the Attach a file screen.
Files can be selected from your computer or from a matter associated with the email.
Note: Attaching more than 10mb of files to an Email may cause your email to fail, depending on your SMTP configuration and the recipient's email provider. |
| Message body text editor |
The message body of the email to be sent. The editor offers rich formatting options including:
By default, the message bod will contain your signature if one is set up. For more information on signatures, see Email Signatures and Disclaimers |
