Emails

Case emails are listed at the case's Documentation tab.

Case Manager is configured so that it sends emails using your outgoing email server. The set up details depend on which version of Case Manager you are running and what kind of email server you are using.

Once set up, you can send case emails by clicking the email icon. These can use templates and merge fields if required, see Send email.

Invoice emails are handled a little differently. You can send them in a batch or from a case's Account tab. These are also stored at the Documentation tab.

You receive incoming emails in your own email client (e.g. Outlook). You can add such an email to the appropriate case by dragging it onto the Documentation grid, with its attachments, see Drag email into Case Manager.

Thus, all case emails, both incoming and outgoing can be listed and accessible at the Documentation grid. See Email overview for full details.

Emails in the Documentation grid

You can recognise emails in the documents grid.

1. They are indicated by an email icon.

The paper clip indicates that the email has attachment(s).

2. The document's Title is the email subject line.

When you select an email the bottom of the window shows all the email details. There are three tabs. When you click them you see:

3. the email content.
   
4. the properties of the email, including the sender, recipient and when it was sent



5. a list of any email attachments



6. You can click the name of an attachment to access it.

Columns

There are several useful email columns you can add using the column chooser:

• From address
• whether the email has attachments
• attachment size
• whether it is a draft email