{"id":53156,"date":"2023-12-27T16:22:28","date_gmt":"2023-12-27T16:22:28","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=53156"},"modified":"2024-06-17T08:43:26","modified_gmt":"2024-06-17T07:43:26","slug":"sending-an-email-browser","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/sending-an-email-browser\/","title":{"rendered":"Sending an Email from Osprey"},"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 directly from Osprey, with a copy saved directly into the matter history<\/h2>\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. Your domain hosts will be able to perform this.<\/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 various screens when a client is loaded.<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"793\" height=\"254\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/1-89.png\" alt=\"\" class=\"wp-image-65038\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/1-89.png 793w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/1-89-300x96.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/1-89-768x246.png 768w\" sizes=\"auto, (max-width: 793px) 100vw, 793px\" \/><figcaption class=\"wp-element-caption\"> <\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n<\/div>\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<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"733\" height=\"634\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/1-90.png\" alt=\"\" class=\"wp-image-65040\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/1-90.png 733w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/1-90-300x259.png 300w\" sizes=\"auto, (max-width: 733px) 100vw, 733px\" \/><figcaption class=\"wp-element-caption\"> <\/figcaption><\/figure>\n<\/div>\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 this 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=\"838\" height=\"198\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/1-91.png\" alt=\"\" class=\"wp-image-65041\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/1-91.png 838w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/1-91-300x71.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/1-91-768x181.png 768w\" sizes=\"auto, (max-width: 838px) 100vw, 838px\" \/><figcaption class=\"wp-element-caption\"> <\/figcaption><\/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-full\"><img loading=\"lazy\" decoding=\"async\" width=\"842\" height=\"464\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/1-92.png\" alt=\"\" class=\"wp-image-65042\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/1-92.png 842w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/1-92-300x165.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/1-92-768x423.png 768w\" sizes=\"auto, (max-width: 842px) 100vw, 842px\" \/><figcaption class=\"wp-element-caption\"> <\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This guide will show you how to send emails directly from Osprey, with a copy saved directly into the matter history 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. Your domain hosts will be [&hellip;]<\/p>\n","protected":false},"author":5735,"featured_media":0,"template":"","categories":[210],"tags":[],"class_list":["post-53156","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-case-management-browser"],"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 from Osprey - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"A step by step guide demonstrating how to send emails through Osprey\" \/>\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\/sending-an-email-browser\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sending an Email from Osprey - Osprey Approach Customer Support &amp; 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