Using your email container, you can draft blank emails quickly with the container contents already pre-filled in the email.
- Open the matter. In the Action Bar, select New Document and select Letter/Fax.
- Select your email container from the left panel, tick the recipients and select Create.
- The contents of the email container will automatically appear in a Word document that will open. In this example, the email container consists of the Dear line and today's date.
- Compose your email. Once you are ready to send it, select Send on the Smokeball Word action bar, and select Email.
- Choose the email recipients and select Word or PDF. This Word document will be attached to a new email as a .docx or PDF file.
- The reason why we do not select Body Text is that the email container was already selected in Step 2.
- Select OK. The email draft will open in Outlook, allowing you to add attachments or perform actions before sending.
- Select Send.