Creating New Mail

1. From the Dashboard, select Mail from the base menu, then select Create New Mail.

2. Choose the required mail type (e.g. Memorandum).

3. Start typing the contact names into the ‘To’ and ‘CC’ fields as required. A list of contacts will be provided.  Alternatively, you can use the plus icon on the right to select contacts by Company.

4. Enter message details and choose whether the message format will be Plain or Rich Text.

   

5. Select all other required fields (such as Discipline, priority and Area).

6. To add photo or file attachments, tap the paper clip icon in the top right corner and select Take Photo or Choose from Library. See the section below on how to mark up attachments before sending mail.

   

7. Tap Save to save the mail as a draft, or press Send. This will bring the option to Send, Send for Review or to Send and Close-Out.