Creating a Follow-Up allows you to email all recipients on the communication, regardless of whether they have responded. Follow-Up emails are often used as an update with new information regarding the original matter, or serve as an alert that the original matter is still active.
Follow-Up emails can be set-up at the time you create your original communication, or they can be created later. To create a Follow-Up at a later date, start from the Tracking Screen of your Communication.
Follow-Up.
Created from. The standard that was pulled in to create the Follow-Up. This was previously created in the Standards Library. To select another standard, select CHANGE.
To. Sends communications to all recipients, regardless if they have responded to the original notice.
From. Enter the email address from which the communication will come. This could be a generic project email address or a personal address.
Subject. The subject line of the email communication.
Send On. Select a date to send communication. The date can be the day in which you create the communication or a future date.
Recurring. Choose the frequency for sending the communications.
Every/Months. When selecting the daily or monthly recurrence, you will be prompted to choose the specific days or months you would like the communications to be sent.
Send Until. The date on which you no longer wish to send communications.
Message. Edit the communication that will be sent to all recipients. Each recipient will receive a copy of their original message in the email. To edit the body of the message, click anywhere in the text box of the message to open it within the editor.
Send Test Email. Send a test email to any email address to verify content and format.
Create Library Standard. Save your communication in the Standards Library for use in future communications.
Cancel. Exit from the communication. Any changes will not be saved.
Save. All changes will be saved. An error will appear if any required fields have not been populated. You will not be able to save until they are completed.
