If you're looking to seamlessly email multiple documents from ProLaw, follow these simple steps to ensure a smooth and efficient process. ProLaw's Events module is the designated area within the software for managing and emailing multiple files.
Step 1. Access Events from the Dashboard
Start by navigating to the Dashboard.
Click on Events to open the Events module.
Step 2. Open the Documents View
Once in the Events module, click on Documents from the View Menu.
Step 3. Find Your Documents
Use the search fields to locate the documents you want to attach. You can apply any combination of search criteria for more refined results.
Step 4. Select the Documents to Attach
Highlight the document you wish to attach first.
To select multiple documents:
Hold CTRL and click to select various specific files.
Hold SHIFT and click to select all the files in a range.
Step 5. Email the Selected Documents
Locate and click the Email All Documents button on the toolbar (stack of envelopes icon).
Confirm that you want to email the selected documents when prompted.
Step 6. Configure Attachment Options
After confirming, a new window will appear for configuring attachment details:
Rename If Necessary: You can change the attachment's name to something more relevant.
Convert to PDF (Optional): Select the checkbox at the bottom of the window to convert the files to PDF format before sending.
Once you're satisfied with your selections, click the green checkmark to finalize.
Step 7. Launch Outlook
The green checkmark action will automatically launch Outlook, with all your selected files attached and ready to send.
If your attachment names appear as numbers and you’d prefer to see the document names instead, refer to the ProTip: View Document Name Rather than Document Number.
By following these steps, you can easily email multiple files straight from ProLaw without any hassle. Get ready to simplify your workflow and save valuable time!
If you have any questions or run into any issues, please reach out to the Sophus Support Team by clicking the Contact Us button. Thank you.