You can send an email using templates either from contact or matter page by following the below steps:
- Go to Tabbed Forms section, then click Email.
2. Select a Template from the dropdown list of Templates field.
3. From field is auto populated with the logged in user’s email address.
4. If the contact’s email address is available in the contact's record then the To field will also be auto populated, if the contact’s email address is not available in the contact’s record then the To field should be filled manually with an email address you want to send.
5. Subject and Message fields will be auto populated based on the template you have chosen.
6. If you select Send me a copy field, then you will also get a copy of the e-mail.
7. Click Send.
LawGro is a cloud based online law firm practice management software - it enables lawyers to increase client happiness and grow law firm business.