Getting Started with email containers

Email containers are pre-written templates that provide a standard structure to your email so that staff members in your firm can send emails that follow a consistent look to clients.  

Table of Contents

• What can be customised in an email container
• Create an email container
• Send a blank email
• Set an email container as a precedent
• Link an email container to a precedent

What can be customised in an email container

Just like letter containers, you can:

1. create a structure for your Dear line and sign-off for your emails; and
2. link them to precedents that are to be sent as emails.

Create an email container

To create email containers for your firm, refer to the Create an email container article.

Send a blank email

You can use your email container to send a blank email, like sending a blank letter. Learn how to send a blank email.

Set an email container as a precedent

You can create a Precedent and send its body text in an email. Learn how to create an email precedent.

Link an email container to a precedent

To set an email container as the "default" document container for precedent, learn how to assign an email container to an existing precedent.