Forward an Email Message

Forward an email message when you need to send an existing message to someone other than the original recipient. Your organization may opt to use Microsoft Outlook or an Epic custom message window for email integration, or allow you to make an individual selection in Email Settings Configuration. The workflow for forwarding a message 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:
  2. The Attach button on the toolbar is selected by default, indicating that the email will be attached to an account or item in Applied Epic. If you do not want to attach the email in the system, click on the Attach button to deselect it.
  3. Add an attachment if desired.
  4. Optionally set the importance of the email by clicking the High Importance or Low Importance button.
  5. Type your message in the body of the email. If you want to change the font in the email body, do one of the following before typing:
  6. When the email is complete, click Send .

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

Microsoft Outlook

Forward the email message as you normally would through Microsoft Outlook. If the Applied Epic Outlook Add-in is installed, you can also access the following functionality. The Epic Contacts option is helpful when you are forwarding a message to an existing Applied Epic contact.