To generate a new email, select an email entry from the Prepare menu on the Action bar: .

For example:

Alternatively, as described above, to attach a newly created document to an email, select the icon from the ribbon bar of the Prepare Document blade:

A Prepare Email blade is presented. The following Properties are available.

Aspect	Property	Description
Email Details	To CC	To manually add a recipient, type in their email address and click on the + button. Alternatively, to select from a list of all case Participants, click on the followed by the icon to the right of your chosen Participant.
	From	The email address of the account sending this email.
	Priority	This translates to the standard Outlook priorities.
	Receipts	Select whether Delivery Receipt and/or Read Receipt is required
	Template	Standard templates allow for the contents of the email body to be predefined. This includes the layout, formatting and even standard text.  Select a template to use and click on “Refresh Template” to populate the email body with the contents of the template, including any information from the case that needs to be “pulled into” the email body
	Subject	The Email Subject.  This is a mandatory field.
	Body	The email body is a large text area with options to format the body text.
Attachments	Files	Click on the right arrow (in blue) or the Attachments navigation bar to open a Documents blade containing all the documents related to this email. To add more, click on the Attach icon to open a further blade containing all the documents linked to this case. Select any documents you wish to attach and click Confirm.   To remove any Attachments, tick the checkbox to the left of their title and click Unlink.

Click on Send to send the email and attachments. 

Phase Guards

These trigger automatically and perform a series of checks to ensure that the email is properly constituted and can be sent out. See example, right. This email could not be sent as the body text or subject line contained reserved words or expressions.  * ShareDo has a user definable library of words that can be automatically cross-referenced by the Phase Guard.    Correct the email before clicking Send again.

* The reserved words list is accessible through Admin > Channels > Email.

Failed

If the email fails to send, a Task will be inserted into the worklist with a Phase of “Failed”. The entry can be re-opened and another attempt made to send it.

Sent

If successfully sent, the email entry can be seen in the Emails / Outbound list of emails: 

Note the Phase of Sent.

Email Naming Conventions / Tagging

The Subject lines of outgoing emails are tagged with a unique reference.

e.g. [SHemail.ID000005063]

This “luggage tag” will identify the email, and by extension, the case and the owner of the case.