Practice Management Support

Use a template to email clients from Practice Management

You can use Practice Management to compose emails to your clients or contacts according to a template have your email application send them.
You will need to have created at least one email template.
  1. Select the clients or contacts you want to email.
  2. Right-click on the clients or contacts you want to email, then select
    Create Office document
    from the context menu.
  3. Select
    Next
    .
  4. Select an email template, then
    Next
    .
  5. Enter any
    Reference
     and
    Signatory
     that you want to include, then select
    Next
    .
  6. Select the
    Save options
     you want, then
    Next
    .
  7. Set any additional options you need, then select
    Next
    .
    Practice Management asks you to grant access to your email application.
  8. Enter a title in the
    Subject
     field.
  9. Choose whether to send documents as an attachment or in the body of the email.
  10. Choose an
    Output
     option.
    • Send emails immediately.
    • Save the emails to you Drafts folder.
    • Open email email.
  11. Select
    Next
    , then
    Finish
    .
The emails are sent to the
Primary email
 for each selected client or contact. If there's no valid email address for a client or contact, you will be informed and asked if you want to proceed.

This article applies to:

  • Product: Digita Practice Management