Emails

An email is a message distributed by electronic means from one computer user to one or more recipients via a network. In Portal you are able to:

• Send a new Email
• View your Email inbox
• View your Sent Emails

Email

As a user with Email permissions, you will be able to Create, View, Edit and Delete Email Data directly from the Portal.

• Email.View

Sending a new Email

To add a send a new Email, click on the mail symbol in the top icon menu.

You will be shown the New Email modal which will pull up from the bottom-left of the window.

Fill in the required details

• To (receiver’s email address)
• Cc (optional, click Cc to view field)
• Bcc (Optional, click Bcc to view field)
• Subject
• Email body

You can also:

• Select a Matter
  • This will add the Matter Coordinator and Reviewer into the To field, and include the Matter number to the subject line
• Select an email template
  • Fills the body of the email with a predefined template for editing
• Add an attachment to the email. To do so, click on the paperclip at the bottom of the email modal.

Click on the Send button after filling in all the details to send your email.

You can also click the minimise icon to hide your in-progress email if you need to check some details from within Portal. There is also a Discard button so that you can reset the modal to a blank email. To remove the email modal hit the cross icon.

Viewing your Email Inbox and Sent Emails

Your email inbox and outbox are synced to Portal every 20 minutes.

By navigating to Inbox under Emails, you can see emails that have been sent to you.

By navigating to Sent under Emails, you can see emails that you have sent.

From both of these views you can perform all of the usual functions you might be able to do with emails in Outlook or Gmail, such as:

• Selecting an email to read it
• Marking the email as unread/read
• Flagging the email for follow up
• Pinning the email to the top of your inbox list
• Hiding an email

You can also search your email list by using the search bar and the filter to search by date range or by sender.

Once you have selected an email to read it you can use the ellipses dropdown menu to:

• Reply
• Reply all
• Forward
• Assign to a Matter
• Assign to a Project
• Open in Outlook

Emails assigned to a Matter will also have a quick link so you can access the Matter directly

Future Enhancements

In the future, we plan to have a Status on Sent emails so you can see if the recipient has read your email or not.