Digital File - Sending an Email

You can send an email directly from ContactManager using the Messenger skillset, without having to exit ContactManager. By clicking on the New Email toolbar button from within a contact's digital file, a new email message will be generated to the contact in whose file you are currently working. For example, you can send an email if you are working in John Jones' digital file, and you realize you need a question answered before you can continue your work on his tax return. You can click one toolbar button, and a message will be composed with his email address automatically entered in the "To" field. You just need to enter the text of the message and send it!

To send an email, do the following:

• Click on the New Email toolbar button.
• Type the subject and text of the message.
• Click the OK button to send the message and return to the contact's digital file.
• The message will be sent to the contact and saved to the Email Messages folder in the contact's digital file. (For email sent to contacts outside of your organization.)