To automate the Send Email action, use the following guidelines to set up the template fields. Any fields denoted with a red asterisk require a value.
In the example below, the Send Email action is executed once the workflow is manually applied to a matter.
Note: You can type an email address directly in the From teammate and any Recipient field or you can select an email address using one of the methods described below.
From Teammate*: Click the down arrow to select from a list of users who have synced their email account with the Lawcus application. The first option, Me, allows you to select yourself as the sender.
Recipient: Click the down arrow to select a recipient from a list of synced email users or click the Use a Custom Value (advanced) option.
Use a Custom Value (advanced): If you select this option you will be prompted to select recipient values from the trigger record or from the record referenced by the previous step if this is not the first step.
- Use Matter value from trigger: Click the down arrow to view a list of available fields from the Matter record referenced by the trigger. In our example, the workflow is applied manually, so the values will originate from the matter on which the workflow was applied.
- Use Client value from step 2: Click the down arrow to view a list of available fields from the record referenced in step 2 of this workflow. In our example, step 2 searches for client data.
Add Recipient (CC and BCC): Click one of the three "add" recipient links to include additional recipients on this email message. The same options can be used to specify an additional recipient.
Subject*: Type the subject of the email, as shown below, or click the icon to select a value from the trigger record or a record referenced by a previous step.
Click the down arrow to view available values from the trigger or step record.
Message*: Type the content of the email message. To personalize the message you can click the icon to insert an available value from the trigger record or from the record referenced by the previous step if this is not the first step.
For example, you can insert the client's last name with the prefix at the beginning of the message, as shown below. Just click the insert icon at the point in the message where you need a value to be inserted.
Attachments: Click the icon to select a document created by a previous step in the workflow.
Note: If you will need documents attached to an email in a workflow, be sure to add the Create Document action in steps previous to the Send Email action step so that you can select them.