Send a blank email

Using your email container, you can draft blank emails quickly with the container contents already pre-filled in the email.

1.    Open a Matter and select Letter/Fax from the Matter Action Bar.

2.    Select your email container from the left panel.

3.    Tick the recipients and select Create.

4.    The contents of the email container will automatically appear in a Word document that will open. 

5.    Compose your email. 

6.    Once you are ready to send, select Send from the triConvey Word ribbon and select Email.

7.    Choose the email recipients and select Body text from the bottom-right corner to send the contents of the Word document as an email.

Tip:  If you select Word or PDF, this Word document will be attached as a .docx or PDF file to a new email.

8.    Select OK. The email draft will open in Outlook, allowing you to add attachments or perform actions before sending.

9.    Select Send.