Compose an Email Message

To learn more about this capability, click the Launch video button.

Launch video

Applied Epic allows you to launch an integrated email client from within the system for all routine email workflows except those initiated by Distribution Manager. Your organization may opt to use Microsoft Outlook or an Epic custom message window for this integration, or allow you to make an individual selection in Email Settings Configuration. The workflow for composing an email varies, depending on which of these options you are using.

Regardless of the option you use, do one of the following to access your email:

Note: If you are using Microsoft Outlook, Outlook opens to the last window you accessed. This window may open in focus or minimized in the taskbar.

Epic Email

  1. From your Epic Email inbox, do one of the following:

  1. There are three ways to enter an email address:

  2. The attach button on the toolbar is selected, indicating that the email will be attached to an account or item in Applied Epic. If you do not want to attach the email to an account or item in the system, click on the Attach button to deselect it.

  3. Add an attachment if desired.

  4. To set the importance of the email, click the High Importance or Low Importance button. This step is optional.

  5. Type your message in the body of the email. If you want to change the font or formatting in the email body, do one of the following before typing, or highlight the existing text that you would like to format and do the following:

The standard Font window displays. Format your text as you normally would.

  1. When your email is complete, click Send .

If you did not deselect the Attach button in step 4, the Attach to window displays. Attach this email as you would any other item.

Microsoft Outlook

Compose emails as you normally would through Microsoft Outlook. Use the Applied Epic Outlook Add-in (if installed) to locate Applied Epic contacts or attachments when composing, replying to, or forwarding email messages. You can also easily attach received messages to the corresponding Epic account, or attach messages to the corresponding account when sending them:

 

See Also