In this article, you will learn about managing emails within matters.
Note: Email is a very complex topic and this article will only touch on the bare basics of email within Actionstep. For a more detailed explanation of email configuration, please see Email Setup.
To see emails associated to specific matters, click on the 'Email' icon within the 'Matter Navigation Bar', as per the screenshot below.
On this page, you will see a list of all the emails that have been associated to the current matter. You can also view any 'Draft' or 'Sent' emails using the dropdown arrow next to Matter Inbox button circled in the screenshot above.
You can also add a 'Heads Up Rule' to this list view, or export/print the list of emails, using the buttons located in the top-right corner, as shown below.
Can I send a mass email to all of my clients?
Currently, we do not have a bulk email function, however, you can create a contact custom list view that will pull all of your client's email into a list. You can export the contact list view as well!
For more information on creating custom list views, please see our article on Creating Custom List Views