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Send Summary to Client

Templates

Define email templates in Settings Other E-mail templates.

Or you can send an individual email without pre-defined template.
E-mail Email is pre-filled automatically from Client card. You can change it here.
Sender Select one of the system emails from which the email is going to be sent. The system stores last selected sender and pre-fills it the next time.
Subject You can define it in templates, or change it here.
Email body Formatting a text is similar to common text editors.
Attached documents Check files to attach them. Current file is pre-checked.

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CONTACT

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