⚡ Composing & Sending a New E‑mail in Casefriend

🖋️ Where You Can Start a New E‑mail

You can launch the Compose e‑mail window by clicking  new e-mail from any of these locations:

• E‑mail Insights Menu (New e‑mail)
• E‑mail Insights Page (New e‑mail button)
• E‑mail Panel Menu (Create e‑mail and Add to Event)
• E‑mail Panel Page (New e‑mail button)
• E-mail tab on an Event (New e‑mail button)

📤 Step 1: Fill Out Your e‑mail

• You must first select a Case & Event before composing an e-mail. You must do this so that you can select documents from a Case as e-mail attachments.

• Add recipients, subject, and message body.

✅ Step 2: Send & Confirm

Click Send. After sending, you’ll see a confirmation.

• Create Event:
  • Event is created and saved automatically.
  • If time recommended tracking is enabled, the Time Entry form will appear.
• Cancel:
  • E‑mail is added to the Case without Event association.
  • Time cannot be captured later.
• Linking a new e-mail to an Existing Event.
  • You can link an e-mail you send to an Existing Event by cancelling the Create Event option, Then Link the e-mail from your sent items.

⚠️ If you choose Cancel, the e‑mail will still be added to the Case, but you won’t be able to record your time.
We strongly recommend creating an Event to keep your records complete.

📌 Key Tips

• Always select the correct Case and Event before sending.
• Creating an Event ensures accurate billing and complete documentation.
• If your firm uses automatic billing prompts, you’ll be asked to enter time after sending.

❓ FAQ: Composing E‑mails

1. Do I need to select a Case before sending?
Yes. Selecting the correct Case ensures your e‑mail is properly linked and tracked.

2. Can I use e‑mail templates?
Yes. If your firm has templates enabled, you can choose one from the template dropdown before sending.

3. What happens if I don’t create an Event?
Your e‑mail will still be added to the Case, but you won’t be able to capture time or associate it with an Event later.