Email Jobs

Email jobs
Table of Contents
Creating an Email job
Step 1: Filtering the Client Grid
Step 2: Setup the Email Job
Step 3: Locate and select the template you wish to use
Step 4: Check the Template
Step 5: Click the Send button
Other helpful hints when sending an Email Job
Previewing the Email before it is sent
Attaching documents to the Email or Follow-Up Email
How the Follow-Up Email is used
Previewing the Checklist before it is sent
Scheduling an Email Job
Schedule Emails
Recurring Job
Packaging
Notification
Approval Workflow
Working with Grid Views
Customising Grids
Saving a View
Copy to others
Saving a Shared View
Standard Email Jobs Views
Fields used in the Email Jobs Grid
Working with Statuses
Email Status
Task Status
Job Status
Receiving Email Jobs