How Do I Create An Email Within Actionstep?

Overview

There are a number of ways to compose or create an email within Actionstep. The easiest way is to use the 'Global Create Button' which can be found in the top right hand corner of most screens. 

Please see a demonstration of this below:

 

This launches the Compose Email screen. Here, you can enter your recipients, subject, message body, and other email information. 

Related Articles

• Introduction to Emails
• Email Setup
• Matter Emails
• Linking an Email to a Case File or Matter - Email Association