Emails
Automatically capture and file client emails. Store centrally for the practice. Use email templates and more.
Emails Overview
Displaying Emails
Creating and Sending Emails
Creating Emails with Attachments
Managing Emails
Re-Opening Draft Emails, Replying To and Forwarding Emails
Filing Emails from Outlook
Filing Email Attachments
Email AutoFile
Previewing, Opening and Editing Emails
Shared Mailboxes
Templates and Signatures for Email
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What's New
Round-up of new features, fixes, and other important announcements.