Objectives

Steps

From any email engine, you can save incomplete emails as drafts.

Open the Emails tab in any module (Matter, Case, Invoices, or Contract)

Click to compose a new email. Once you’ve added your content, you’ll have the option to either send or save it as a draft.


Draft emails will then be listed under a new "Drafts" tab, and you can send them anytime by simply clicking "Send."

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