Tip #140 - Use Case Browse and Predefined Templates
to Send Mass Communications to Clients and Other Case Contacts
Use Case Browse and Email, Text or Document Templates to send mass communications to clients and other case contacts, including Defendants’ Attorneys, Insurance Adjusters, Lienors, Judges, Referred Out Attorneys and Referring Attorney/Law Firm.[1] The most efficient way of sending mass communications to a select group is to use a predefined template. Using a template, allows the maximum flexibility in that you can have the contact’s name, etc. automatically inserted in the document, email or text. To create an Email or Text[2] Template, you will need to have Admin privileges. For Email Templates, go to Admin > Email/Note/Appointment/View Templates. To create a Text Template, go to Admin > Text Message Templates to create your Text Template.
Sample Email Template
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