Skip to content

How to send a general email

1. Navigate to Email👉"New General Email"

Tip

Email templates can be customised, please contact support@activesteward.com.

2. Choose the email template to be used. 👆Click "Next"

Warning

Attachments must be uploaded into the document database to be selectable here.

3. 👆Select any attachments. 👆Click "Next".

4. 🔍Search for and select the contact(s).

5. 👆Click "Next"

6. ✍️Enter text into the body of the email

7. 👆Click "Send". 🥳 The email will be sent and stored in the document database.