Office 365 Email Staff Use - Revision history

Jspenceratty: /* Administration Staff Setup */

2024-05-15T14:31:12Z

Administration Staff Setup

← Older revision		Revision as of 14:31, 15 May 2024
Line 6:		Line 6:
	In the Administration system (in the Admin tab of Prime 16), search for and open a "Staff Member" input screen for the staff person. Got to the "Email Setup" tab.		In the Administration system (in the Admin tab of Prime 16), search for and open a "Staff Member" input screen for the staff person. Got to the "Email Setup" tab.

	[[File:Screenshot 2024-05-13 at 12.14.17 PM.png~~\|400px~~]]		[[File:Screenshot 2024-05-13 at 12.14.17 PM.png]]

	# Enter the staff person's Email Address for O365 - e.g., james@kempscaseworks.com		# Enter the staff person's Email Address for O365 - e.g., james@kempscaseworks.com

Jspenceratty: /* Sending Mail */

2024-05-15T14:30:57Z

Sending Mail

← Older revision		Revision as of 14:30, 15 May 2024
Line 39:		Line 39:
	Open a client record. Ensure there is a valid email address entered for the client. Click the "Send Email" button. The "Send Email" form should open.		Open a client record. Ensure there is a valid email address entered for the client. Click the "Send Email" button. The "Send Email" form should open.

			[[File:Screenshot 2024-05-15 at 9.30.32 AM.png]]

	Choose a "From" email address. There may only be one address shown here. That might be your primary email address or a "shared" email address. If there is more than one shown in the "From" dropdown, you can select which one the email will come from.		Choose a "From" email address. There may only be one address shown here. That might be your primary email address or a "shared" email address. If there is more than one shown in the "From" dropdown, you can select which one the email will come from.

Jspenceratty: /* Sending Mail */

2024-05-15T14:30:12Z

Sending Mail

← Older revision		Revision as of 14:30, 15 May 2024
Line 39:		Line 39:
	Open a client record. Ensure there is a valid email address entered for the client. Click the "Send Email" button. The "Send Email" form should open.		Open a client record. Ensure there is a valid email address entered for the client. Click the "Send Email" button. The "Send Email" form should open.

	~~[[File:Screenshot 2024-05-15 at 9.22.30 AM.png]]~~

	Choose a "From" email address. There may only be one address shown here. That might be your primary email address or a "shared" email address. If there is more than one shown in the "From" dropdown, you can select which one the email will come from.		Choose a "From" email address. There may only be one address shown here. That might be your primary email address or a "shared" email address. If there is more than one shown in the "From" dropdown, you can select which one the email will come from.

Jspenceratty: /* Sending Mail */

2024-05-15T14:29:51Z

Sending Mail

← Older revision		Revision as of 14:29, 15 May 2024
Line 39:		Line 39:
	Open a client record. Ensure there is a valid email address entered for the client. Click the "Send Email" button. The "Send Email" form should open.		Open a client record. Ensure there is a valid email address entered for the client. Click the "Send Email" button. The "Send Email" form should open.

	[[File:Screenshot 2024-05-15 at 9.22.30 AM.png~~\|400px~~]]		[[File:Screenshot 2024-05-15 at 9.22.30 AM.png]]

	Choose a "From" email address. There may only be one address shown here. That might be your primary email address or a "shared" email address. If there is more than one shown in the "From" dropdown, you can select which one the email will come from.		Choose a "From" email address. There may only be one address shown here. That might be your primary email address or a "shared" email address. If there is more than one shown in the "From" dropdown, you can select which one the email will come from.

Jspenceratty: /* Viewing and Associating Incoming Mail */

2024-05-15T14:29:39Z

Viewing and Associating Incoming Mail

← Older revision		Revision as of 14:29, 15 May 2024
Line 72:		Line 72:
	To view incoming email and associate it with one of your open cases, go to the top line menu and select View --> Email.		To view incoming email and associate it with one of your open cases, go to the top line menu and select View --> Email.

	[[File:Screenshot 2024-05-15 at 9.27.33 AM.png~~\|400px~~]]		[[File:Screenshot 2024-05-15 at 9.27.33 AM.png]]

	Choose an Emailbox in the dropdown. There may be more than one, depending on your setup. There may be a shared email box that is shown as well as your own email. Once you have selected this, click the "Get Mail". This will open a list of the email currently in the Inbox for the selected Emailbox.		Choose an Emailbox in the dropdown. There may be more than one, depending on your setup. There may be a shared email box that is shown as well as your own email. Once you have selected this, click the "Get Mail". This will open a list of the email currently in the Inbox for the selected Emailbox.

Jspenceratty: /* Viewing and Associating Incoming Mail */

2024-05-15T14:29:24Z

Viewing and Associating Incoming Mail

← Older revision		Revision as of 14:29, 15 May 2024
Line 68:		Line 68:

	==Viewing and Associating Incoming Mail==		==Viewing and Associating Incoming Mail==
			<<Update 13 May 2024>>

	To view incoming email and associate it with one of your open cases, go to the top line menu and select View --> Email.		To view incoming email and associate it with one of your open cases, go to the top line menu and select View --> Email.

	[[File:Screenshot ~~2022~~-12-09 at 2.16.~~37 PM~~.png\|400px]]		[[File:Screenshot 2024-05-15 at 9.27.33 AM.png\|400px]]

	Choose an Emailbox in the dropdown. There may be more than one, depending on your setup. There may be a shared email box that is shown as well as your own email. Once you have selected this, click the "Get Mail ~~List~~". This will open a list of the email currently in the Inbox for the selected Emailbox.		Choose an Emailbox in the dropdown. There may be more than one, depending on your setup. There may be a shared email box that is shown as well as your own email. Once you have selected this, click the "Get Mail". This will open a list of the email currently in the Inbox for the selected Emailbox.

	Choose an email and click the "Download Selected" to download the email. This will allow you to read it, by clicking on the "Read Email" button. You can also "Reply", "Reply to all", or "Delete" that email.		Choose an email and click the "Download Selected" to download the email. This will allow you to read it, by clicking on the "Read Email" button. You can also "Reply", "Reply to all", or "Delete" that email.
Line 80:		Line 81:

	It's always wise to ensure the email and documents copied properly by viewing them from the case. The documents are copied to a folder called "Email Attachments".		It's always wise to ensure the email and documents copied properly by viewing them from the case. The documents are copied to a folder called "Email Attachments".

			You can use the "Add Address" button to add additional email addresses that you have access and authority over. You can use "Clear Credentials" to clear the currently set Office 365 Email Credentials and start over.

Jspenceratty: /* Sending Mail */

2024-05-15T14:25:35Z

Sending Mail

← Older revision		Revision as of 14:25, 15 May 2024
Line 35:		Line 35:

	==Sending Mail==		==Sending Mail==
			<<Update 13 May 2024>>

	Open a client record. Ensure there is a valid email address entered for the client. Click the "Send Email" button. The "Send Email" form should open.		Open a client record. Ensure there is a valid email address entered for the client. Click the "Send Email" button. The "Send Email" form should open.

Jspenceratty: /* Sending Mail */

2024-05-15T14:25:10Z

Sending Mail

← Older revision		Revision as of 14:25, 15 May 2024
Line 38:		Line 38:
	Open a client record. Ensure there is a valid email address entered for the client. Click the "Send Email" button. The "Send Email" form should open.		Open a client record. Ensure there is a valid email address entered for the client. Click the "Send Email" button. The "Send Email" form should open.

	[[File:Screenshot ~~2022~~-12-09 at 2.15.~~55 PM~~.png\|400px]]		[[File:Screenshot 2024-05-15 at 9.22.30 AM.png\|400px]]

	Choose a "From" email address. There may only be one address shown here. That might be your primary email address or a "shared" email address. If there is more than one shown in the "From" dropdown, you can select which one the email will come from.		Choose a "From" email address. There may only be one address shown here. That might be your primary email address or a "shared" email address. If there is more than one shown in the "From" dropdown, you can select which one the email will come from.
Line 54:		Line 54:
	To choose a file from the case's Document Tracking, after clicking "Attach File", when asked, "Do you want a file from Document Tracking?" Select "Yes" to be taken to a list of that case's Documents. You may select one or more documents from this list. Click on each document you want to highlight it. When you have selected all you want to send, click the "Add Selected Document to Email" button. The "Doc Trac Attachment" box will show the ID numbers of the selected documents to be sent, each document separated by a semi-colon.		To choose a file from the case's Document Tracking, after clicking "Attach File", when asked, "Do you want a file from Document Tracking?" Select "Yes" to be taken to a list of that case's Documents. You may select one or more documents from this list. Click on each document you want to highlight it. When you have selected all you want to send, click the "Add Selected Document to Email" button. The "Doc Trac Attachment" box will show the ID numbers of the selected documents to be sent, each document separated by a semi-colon.

	Be aware that your system most likely has a limit on the size and type of documents you may send by email.		Be aware that your email system (as well as the receiver's email system) most likely has a limit on the size and type of documents you may send by email.

	If you want to remove all attachments from an email to be sent, click on the "Clear All Attachments" button.		If you want to remove all attachments from an email to be sent, click on the "Clear All Attachments" button.

	To send the Email, click on the "Send Email" button. When sent, a copy of the basics of the email are saved with the case. A case note is also entered showing the email that was sent.		To send the Email, click on the "Send Email" button. When sent, a copy of the basics of the email are saved with the case. A case note is also entered showing the email that was sent.

			You can use the "Add Address" button to add additional email addresses that you have access and authority over. You can use "Clear Credentials" to clear the currently set Office 365 Email Credentials and start over.

	==Viewing Case Email==		==Viewing Case Email==

Jspenceratty at 17:23, 13 May 2024

2024-05-13T17:23:54Z

← Older revision		Revision as of 17:23, 13 May 2024
Line 2:		Line 2:

	==Administration Staff Setup==		==Administration Staff Setup==
	Update 13 May 2024		<<Update 13 May 2024>>

	In the Administration system (in the Admin tab of Prime 16), search for and open a "Staff Member" input screen for the staff person. Got to the "Email Setup" tab.		In the Administration system (in the Admin tab of Prime 16), search for and open a "Staff Member" input screen for the staff person. Got to the "Email Setup" tab.

Jspenceratty at 17:23, 13 May 2024

2024-05-13T17:23:36Z

← Older revision		Revision as of 17:23, 13 May 2024
Line 1:		Line 1:
	- Note: Updated 13 May 2024 for newest Office 365 Email Settings and Forms		- Note: Updated 13 May 2024 for newest Office 365 Email Settings and Forms

	==Administration Staff Setup==		==Administration Staff Setup==