How do I send an email?

Amicus Cloud makes it easy to draft and send an Email, from anywhere, within Amicus Cloud.

1

From the Amicus Attorney by CARET taskbar in any view, click New (If done from a view of a file, the file is assigned by default.)

Or, from the Contact List in the Contacts main view or the General view of a file, select a contact and click Email.

2

Enter Details

• Recipients can be identified by typing a partial name or email address into the ‘To’ field, as long as they are in your contact list.
• Should you wish to send to multiple recipients, type a semicolon and space between each name.
• To show the Cc and/or Bcc box select the corresponding option from the down arrow at the right.

• Attachments: You can add one or more attachments. To add attachments, click the paperclip icon and browse to the items. To remove an attachment, click the X button to the right of its name.
• Urgent: Mark the email as Urgent (high importance) if you like.
• Message and signature: Enter the message. The email signature set in your preferences is added automatically to the message.
• Time entry: Optionally create a time entry for the email. You can set a preference to have a time entry automatically created whenever you send a new email, or have a prompt appear.

You can also identify recipients from the Select Contacts window. Click the red Amicus Attorney by CARET people icon for a window from which you can select contacts and firm members, or even create new contacts.

• Filter the list: Filter to your contacts or the firm members (and user groups). Or filter the list to the name of a particular person by typing their name in the search box at the top of the window.
• Assign a person: Select them in the list and then click To, Cc, or Bcc as desired. Or simply type their names or email addresses in those boxes.
• Create a new contact: Click New Contact. They will be added to the To list.
• File: Email on a file will be accessible by all users assigned to that file.

3

Send or Save

Click Send to send and close the message, or Save and Close to just save it as a Draft.