Automatically capture and file client emails. Store centrally for the practice. Use email templates and more.


Creating and Sending Emails

Creating Emails with Attachments

Re-Opening Draft Emails, Replying To and Forwarding Emails

Filing Emails from FYI

Filing Emails from Outlook

Emails with Attachments

Previewing, Opening and Editing Emails

Shared Mailboxes

Templates and Signatures for Email


FAQs - Emails

FAQs - Additional FAQs in the Documents Section

FAQs - Filing Emails from FYI

FAQs - Filing and Editing Emails from Outlook

FAQs - Email Attachments

FAQs - Email Templates and Signatures

FAQs - Email Threads

FAQs - Creating Emails from an Automation