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To access this screen, go to Communication Tracking in the Staff Control Panel, then Highlight an appropriate Automail communication, then Click on Action | Action:Email.
This provides the facility to email the selected document to the client the document is related to. In order to use this facility, the client(s) must have an email address entered within IRISPTP.
The window displays the client ID, the recipients email address, the link description, the physical item path of the document and two fields where the subject and body of the email can be input.
If the client has more than one email address, the email recipient will default to the main email address for the client. It is possible to select a different email address by clicking on the magnifying glass at the end of the email address box, where a dialogue box will appear, allowing the recipients email address to be selected from a list.
If it is the case that there is more than one document for the client, the documents can either be attached to one email, or attached to multiple separate emails.
View will display the selected document on screen.
Send will send the email and log the email within IRISPTPCommunication Tracking.