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How to Send Email from the Correspondence Tab

Updated over a year ago

To send an email from the Correspondence tab, click the [+] and choose Send Email:

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Or you can click the Email button on an existing correspondence item:

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This will open a new email window where you will need to at least fill out the required fields before being able to send the email:

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If the existing correspondence item has attachments, when using the Email button, the new window will keep the same attachments that are on the existing correspondence item.

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