E-mailing from a Folder
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E-mailing from a Folder
To E-mail from a Folder, click the E-mail button at the bottom of the Folder.
The e-mail selection screen opens. (Note: the E-mail screen is set up almost identically to the Folder Print Screen.)
If you would like to attach documents or photos, select them now.
Otherwise direct your attention to the bottom of the screen.
If you are e-mailing or texting the customer, select their e-mail/text address from the "Send E-mail To:" drop-down field. (For more information on texting a customer, see Sending a Text from Nexsyis)
If you are e-mailing a 3rd party, leave "<Other>" showing and click the green Process check mark at the bottom of the screen.
(Note: If this is your first time e-mailing out of the application, you will be prompted to Set Up Your E-mail Profile in Nexsyis)
The e-mail screen will now open allowing you to key in e-mail addresses and a message. Any attachments that you selected will show in the bottom Attachments section.
"Record this Message in a Folder Note": will save a copy of the e-mail message as a Note in the Folder, you can further select what type of note you would like it classified as using the drop-down field.
Click the green Process check mark to send the e-mail.
