{"id":44485,"date":"2022-01-13T17:42:50","date_gmt":"2022-01-13T17:42:50","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=44485"},"modified":"2024-07-30T12:58:41","modified_gmt":"2024-07-30T11:58:41","slug":"emailing-in-osprey-case-management-app","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/emailing-in-osprey-case-management-app\/","title":{"rendered":"Sending an Email (App)"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Any Users<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide will show you how to send emails from Osprey in the case management app<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You can send emails directly from Osprey, with a copy saved right into the matter history automatically.<\/p>\n\n\n\n<p class=\"is-style-warning wp-block-paragraph\">Please ensure your SPF record is configured. Failure to do so may result in emails being flagged as illegitimate and may even be blocked by the recipient&#8217;s email provider.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Accessing the Send E-Mail Window<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This can be accessed from the top of the page, when a client is loaded.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"986\" height=\"67\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/12\/image-158.png\" alt=\"\" class=\"wp-image-60795\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-158.png 986w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-158-300x20.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-158-768x52.png 768w\" sizes=\"auto, (max-width: 986px) 100vw, 986px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Upon selecting, the Send Email window will appear.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Composing the Email<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"490\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/12\/image-159-1024x490.png\" alt=\"\" class=\"wp-image-60797\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-159-1024x490.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-159-300x144.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-159-768x368.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-159-1536x735.png 1536w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-159.png 1642w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>From: Select who the send the email from. Options are User, Fee Earner or Practice.<\/li>\n\n\n\n<li>To\/CC\/BCC: Clicking the &#8230; on the right will show a list of all email addresses linked to the matter. You can also select a contact or organisation from your Osprey system, or manually enter the email address.<\/li>\n\n\n\n<li>Subject Line: Subject line of the email<\/li>\n\n\n\n<li>Folder: Matter history folder to save a copy of the email into<\/li>\n\n\n\n<li>Description: Email description to appear within Matter History<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You can also attach items from your PC or Matter history, by selecting the Attach toolbar icon.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If configured, you can also select a signature or email template to help compose your email. If you apply a template, any previous information within the Subject Line or Email Body will be overwritten.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"521\" height=\"190\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/01\/image-19.png\" alt=\"\" class=\"wp-image-44497\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/01\/image-19.png 521w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/01\/image-19-300x109.png 300w\" sizes=\"auto, (max-width: 521px) 100vw, 521px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once sent, the email will automatically appear within the matter history.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"483\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/12\/image-161-1024x483.png\" alt=\"\" class=\"wp-image-60799\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-161-1024x483.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-161-300x142.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-161-768x362.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-161-1536x725.png 1536w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-161.png 1638w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>This guide will show you how to send emails from Osprey in the case management app You can send emails directly from Osprey, with a copy saved right into the matter history automatically. Please ensure your SPF record is configured. Failure to do so may result in emails being flagged as illegitimate and may even [&hellip;]<\/p>\n","protected":false},"author":22,"featured_media":0,"template":"","categories":[211],"tags":[],"class_list":["post-44485","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-case-management-app"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Sending an Email (App) - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will show you how to send emails from Osprey in the case management app\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/emailing-in-osprey-case-management-app\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sending an Email (App) - Osprey Approach Customer Support &amp; Training | Osprey Academy\" \/>\n<meta property=\"og:description\" content=\"This guide will show you how to send emails from Osprey in the case management app\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/emailing-in-osprey-case-management-app\/\" \/>\n<meta property=\"og:site_name\" content=\"Osprey Approach Customer Support &amp; Training | Osprey Academy\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/OspreyApproachUK\/\" \/>\n<meta property=\"article:modified_time\" content=\"2024-07-30T11:58:41+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/12\/image-158.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@OspreyApproach\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/emailing-in-osprey-case-management-app\/\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/emailing-in-osprey-case-management-app\/\",\"name\":\"Sending an Email (App) - Osprey Approach Customer Support &amp; Training | Osprey Academy\",\"isPartOf\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/emailing-in-osprey-case-management-app\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/emailing-in-osprey-case-management-app\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/12\/image-158.png\",\"datePublished\":\"2022-01-13T17:42:50+00:00\",\"dateModified\":\"2024-07-30T11:58:41+00:00\",\"description\":\"This guide will show you how to send emails from Osprey in the case management app\",\"breadcrumb\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/emailing-in-osprey-case-management-app\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/emailing-in-osprey-case-management-app\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/emailing-in-osprey-case-management-app\/#primaryimage\",\"url\":\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/12\/image-158.png\",\"contentUrl\":\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/12\/image-158.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/emailing-in-osprey-case-management-app\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/support.ospreyapproach.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Guides\",\"item\":\"https:\/\/support.ospreyapproach.com\/guides\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Sending an Email (App)\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#website\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/\",\"name\":\"Osprey Approach Customer Support &amp; Training | Osprey Academy\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-GB\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#organization\",\"name\":\"Osprey Approach Customer Support &amp; Training | Osprey Academy\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/Osprey-Logo-200px.png\",\"contentUrl\":\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/Osprey-Logo-200px.png\",\"width\":201,\"height\":61,\"caption\":\"Osprey Approach Customer Support &amp; Training | Osprey Academy\"},\"image\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/OspreyApproachUK\/\",\"https:\/\/x.com\/OspreyApproach\",\"https:\/\/www.linkedin.com\/company\/ospreyapproach\",\"https:\/\/www.youtube.com\/channel\/UClARKUq_3YvaK01GPvI6_qA\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Sending an Email (App) - Osprey Approach Customer Support &amp; Training | Osprey Academy","description":"This guide will show you how to send emails from Osprey in the case management app","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/emailing-in-osprey-case-management-app\/","og_locale":"en_GB","og_type":"article","og_title":"Sending an Email (App) - Osprey Approach Customer Support &amp; Training | Osprey Academy","og_description":"This guide will show you how to send emails from Osprey in the case management app","og_url":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/emailing-in-osprey-case-management-app\/","og_site_name":"Osprey Approach Customer Support &amp; Training | Osprey Academy","article_publisher":"https:\/\/www.facebook.com\/OspreyApproachUK\/","article_modified_time":"2024-07-30T11:58:41+00:00","og_image":[{"url":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/12\/image-158.png","type":"","width":"","height":""}],"twitter_card":"summary_large_image","twitter_site":"@OspreyApproach","twitter_misc":{"Estimated reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/emailing-in-osprey-case-management-app\/","url":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/emailing-in-osprey-case-management-app\/","name":"Sending an Email (App) - Osprey Approach Customer Support &amp; Training | Osprey Academy","isPartOf":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#website"},"primaryImageOfPage":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/emailing-in-osprey-case-management-app\/#primaryimage"},"image":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/emailing-in-osprey-case-management-app\/#primaryimage"},"thumbnailUrl":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/12\/image-158.png","datePublished":"2022-01-13T17:42:50+00:00","dateModified":"2024-07-30T11:58:41+00:00","description":"This guide will show you how to send emails from Osprey in the case management app","breadcrumb":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/emailing-in-osprey-case-management-app\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/emailing-in-osprey-case-management-app\/"]}]},{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/emailing-in-osprey-case-management-app\/#primaryimage","url":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/12\/image-158.png","contentUrl":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/12\/image-158.png"},{"@type":"BreadcrumbList","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/emailing-in-osprey-case-management-app\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/support.ospreyapproach.com\/"},{"@type":"ListItem","position":2,"name":"Guides","item":"https:\/\/support.ospreyapproach.com\/guides\/"},{"@type":"ListItem","position":3,"name":"Sending an Email (App)"}]},{"@type":"WebSite","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#website","url":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/","name":"Osprey Approach Customer Support &amp; Training | Osprey Academy","description":"","publisher":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-GB"},{"@type":"Organization","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#organization","name":"Osprey Approach Customer Support &amp; Training | Osprey Academy","url":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/","logo":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#\/schema\/logo\/image\/","url":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/Osprey-Logo-200px.png","contentUrl":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/Osprey-Logo-200px.png","width":201,"height":61,"caption":"Osprey Approach Customer Support &amp; Training | Osprey Academy"},"image":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/OspreyApproachUK\/","https:\/\/x.com\/OspreyApproach","https:\/\/www.linkedin.com\/company\/ospreyapproach","https:\/\/www.youtube.com\/channel\/UClARKUq_3YvaK01GPvI6_qA"]}]}},"_links":{"self":[{"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/pracctice_guide\/44485","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/pracctice_guide"}],"about":[{"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/types\/pracctice_guide"}],"author":[{"embeddable":true,"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/users\/22"}],"version-history":[{"count":3,"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/pracctice_guide\/44485\/revisions"}],"predecessor-version":[{"id":68923,"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/pracctice_guide\/44485\/revisions\/68923"}],"wp:attachment":[{"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/media?parent=44485"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/categories?post=44485"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/tags?post=44485"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}