Working with emails

Microsoft Outlook is set up to work as an integrated application with Document Manager so that you can create, store and send emails. You can decide whether to:

• capture all or selected emails in your system

• add reference numbers

• use version control

• exclude internal emails so that there is no risk of sending these emails to clients or contacts

• link with other emails and / or documents in your Document Manager database

• (AE) set up the approval workflow to use email notifications

• store general emails as documents.

Tasks

You can use Document Manager to:

• Creating an email within Outlook

• Creating emails within Document Manager

• Sending documents by email as attachments
• Saving incoming emails in Document Manager
• Sending team emails
• Emailing Debtor Statements from Document Manager

• Using Mail Merge