To

The recipient's address. This will be the relevant email address if available.

If the email is linked to an account file, you can click Select Address (F2) to add an email address from the account.

Note: To add multiple recipients enter a semi-colon ; after the email address before entering or selecting another email address.

Cc

The email address to send a carbon copy of the email to. This will be populated with the default email entered in User, Groups and Roles - Email tab.

If the email is linked to an account file, you can click Select Address (F2) to add an email address from the account.

To add an email address from a Company Contact click Contact (Alt+C) to open Word Lookup and find the contact.

Company Contact

To add an email address from a Company Contact select the contact in the lookup or click to open Word Lookup and find the contact.

Bcc / Reply To / from

BCC, Reply To and From will be displayed if Show on Mail Editor is Selected for these in User, Groups and Roles - Email tab. These will be populated with the default email address entered in User, Groups and Roles - Email tab.

BCC - The email address to send a blind carbon copy of the email to. Note that SMTP servers do not retain copies of sent items. To keep a copy of sent messages, add an internal email address to the BCC field. You can create a separate email address for this purpose.

Reply To - The email address as the Reply.

From - The From email address.

If the email is linked to an account file, you can click Select Address (F2) to add an email address from the account.

Subject

The subject line of the message.

When the Mail Message is the destination of a document, this will be populated with:

Document from [Company Name] for [Customer/Creditor Name]

For example: Invoice from ABC Holdings Ltd for XYZ Enterprises Inc.

New Document

(Ctrl+O)

Clear the contents of the editor and reset the Subject.

Open Template

(Ctrl+O)

Open a template to modify.

Save Template

(Shift+Ctrl+S)

Saves to the Email Templates folder.

Cut (Ctrl+X)

Cut to Clipboard.

Copy (Ctrl+C)

Copy to Clipboard.

Paste (Ctrl+V)

Paste from Clipboard.

Undo (Ctrl+Z)

Undo the last single keystroke or editing operation.

Redo (Ctrl+Y)

Re-do the last single keystroke or editing operation.

View Source

Opens a window to view the HTML Source of the email.

Bold (Ctrl+B)

Selected text will be in bold.

Italic (Ctrl+I)

Select text will be in italics.

Underline (Ctrl+U)

Selected text will be underlined.

Subscript

Make the word or selected text subscript.

Superscript

Make the word or selected text superscript.

Align Left/ Align Centre/ Align Right

Align text to the left, right or centre.

Numbering / Bullets

Insert a numbered or bulleted list.

Decrease Indentation / Increase Indentation

Decreases or increases the indentation of a paragraph.

Add Hyperlink (Ctrl+K)

Opens the Edit Hyperlink window, to enter hyperlink details.

Add Char

Opens the Select Symbol window to insert a character.

Add Image

Opens the Add Image window to enter image options.

Spell Check (F7)

Activates Accredo spell check. Spelling is also checked as you type, right-click words for suggested corrections. Spell check options and dictionaries are set in Company Settings - Spellcheck tab.

Text Style

Select the text style. This can be used to insert headings. Defaults to Normal.

Add tag

Add a html tag.

Remove Styles

Remove all styles applied to the document. You will be prompted to confirm. Removes all inline <style> tags.

Clear Formatting

Remove all formatting applied to the document. You will be prompted to confirm. Removes all formatting tags.

Font

Select the email font. The font defaults from the Data reporting font set in Report Preferences.

Font Size

Select the email font size. The font size defaults from the Data reporting font set in Report Preferences.

Font Colour

Select the text font colour.

Back Colour

Select the email background colour.

Border Style

Select border options for the selected text.

Add Table

Opens the Table Properties window, to select options for a table.

Insert Column

Inside a table, inserts a column.

Insert Row

Inside a table, inserts a row.

Delete Column

Inside a table, deletes the current column.

Delete Row

Inside a table, deletes the current row.

Format Table

Inside a table, gives options for formatting the table.

Signature

Insert signature at the current cursor position.

Text

Type a message in the text window.

Request Read Receipt

Selected, requests a read receipt for the email.

Toolbar

Expand Toolbar (Alt+F9)

Expand the toolbar to give access to all toolbar options. Press ESC to close the expanded toolbar.

Add Attachment

Opens a window to select an attachment.

Add Links

Opens Insert Links. Select links to be added as attachments to the email. Enabled if the email is linked to an account file.

Buttons

Send (F9)

Send the email.

Cancel (Esc)

Close the Mail Editor without sending the email.

Icon

View attachments as icons.

List

View attachments in a list.

Small Icon

View attachments as small icons.

Remove Attachment (Delete)

Remove the selected attachment from the email.