Send an Email

Sending an Email

The following steps are required to send an email:
  1. Open up a claim. You can find out more information about viewing claims here.
  2. Select the Send Emil button.



  3. An email window should open allowing you to enter the recipient and message details.
  4. To add an attachment to the email, click the Attachment button.



  5. Select the desired attachment with the check box.
  6. Click Attach to attach the document to the email.
  7. Note: You are only able to attach documents related to an activity on the account.



  8. The attachment will now show in the top section of the email.
  9. Once the email is complete, click the Send button in the top left.



Article ID: 16, Created On: 1/6/2011, Modified: 3/22/2011