We can send emails directly from a Matter using the People powerview. The email will also have an automated Subject of the Matter Reference which we can change for you.
Open the People Powerview
1. Find your Matters
2. Select the People powerview
If you are having trouble finding your Matters review the Basisc Navigation lesson. Remember we want to use QuickPic when we can.
Click the Email address
1. If the people record has an email address it will show. Click the email address.
An Email is created
1. The email is addressed
2. The subject line is automatically filled in