Email Templates
Document Templates are generally designed to be sent out as letters and as such, the formatting does not suit an email.
Instead, specific Email Templates can be set and selected when generating from the New Document screen, emailing an attachment from the documents section, or as part of the Outlook Addin functionality. The templates themselves are set up by your Redbrick Administrator.
Email Templates should be simple documents designed to be dropped into an email as is, like the example below:-
There is typically no need for a sign off, as your default email signature block will be placed at the end once the email template is generated.
You can now email this template directly from the New Document screen:-
You can also use an email template when sending a document which has already been created at matter level. For example you have created a mortgage report which would be attached to an email and you want to insert the email template wording into the body of the email. To do this, select one or more documents you want to attach from your document screen, right click, and choose 'Email To'
Once selected, and the Email window has appeared, click on 'Create Message (From Template)'
This will allow you to select your template to insert into the body of the email
Click Select and the email will be generated.
You can also achieve the same result by launching an email direct from the Matter Information Panel to the left of the matter. Next to 'Email to' click the selection box and pick which party you would like to email.
In the Select Recipients pop up (from version 28 onwards) you can now select 'Create Message (From Template)' and select your template from the list in the next window. If the party you have selected is not your client, then choose the appropriate party type from the 'Document type' selection box at the top of the window and select your template.
Once you have selected your template your email will be generated ready for review and sending as before.
Lastly, your administrator can create non-transactional specific templates (such as standard wording when sending out initial quotes, holding emails, or time appropriate messages such as opening hours over a festive period). These can be inserted directly into an email from the Redbrick Outlook Addin. In order to be able to select the template it will need to be added into the Other Templates section of Redbrick by your administrator.
Open a new email and navigate to the Redbrick PM section in the top ribbon.
Click on 'Insert Template' and choose your template
The template will then be inserted in to your email.
Related Articles
Re-enabling the Outlook Add In
Click "File" in outlook If "Slow and Disabled COM Add-Ins" is highlighted Click "Manage COM Add-ins" If not Skip to the FILE>Options section below. Click "Options" next to Redbrick PM Click "Enable this add-in" then "Apply" IF "Slow and Disabled" ...Secure Link Email
Redbrick has the ability to securely email documents via a secure link. An email will be sent to the user with a link to a secure portal for them to access the document. The receiver will also be able to send messages and documents securely back to ...Setting up your Redbrick Outlook Add-In.
Fully open any email and in your ribbon, click "Send to Redbrick PM" If not already open, Click "Related Matters" Click the "..." next to Search For This defines what you are searching the email for This will depend on your preferences, for example ...Adding Other Party Types (Administrator)
When writing to parties in Redbrick the templates are organised by party type. This allows you to generate letters or email pre-populated with the data you have inputted against that party as associated with the file (ask about adding and editing ...Amending a Document – Basic Admin User Guide
If a document template already exists you can easily make formatting changes to it. You can amend the content or text, layout, formatting, bold, etc. You must have Administrator permissions to access the options detailed in the below guide Go to ...