Email

Emailing from within Applied Rating Services provides you the ability to attach quote related documents generated in Rating Services in emails to clients.

Note: The ability to send Applied Rating Services Quote Documents using Applied Rating Services Mail requires Microsoft Outlook 2007 or newer. If Outlook is not installed, the message Outlook must be installed in order to send email displays when the Email option is selected.

1. Access Email via the menu or options bar.

To access Email from Desktop Navigation, do one of the following:

• Click Email > Email on the menubar  

• Click Communication > Email on the options bar.     

To access Email from another area of the program, do one of the following:

• Click File > Email on the menubar

• Click Communication > Email on the options bar

2. The Applied Rating Services Mail screen displays. Enter the client’s email address in the To: field if it is not already there by default. If needed, enter any other email addresses of other recipients.
3. Enter the subject of the email in the Subject field.
4. Add an attachment if desired.
1. Click the Add button.
2. Select one of the following options from the menu:
• Quote Document(s)
  1. The Document Attachment window displays. Select the quote in the list you want to attach to this email and click the Select Document(s) button.
  2. The Document Centre displays. Select the documents (Quote Information, Application, Notes/Memos, and/or Emails) you want to attach to this email.
     
     Note: To merge all select documents into one single attachment, select the Merge Selected Documents checkbox.
  3. Click the Attach button.
• Other File(s)
  1. Locate the document on your local computer you want to attach to the email.
  2. Click Open.
     
     Note: Instead of using the Other File(s) option, you can drag and drop files from your computer to the Attachments section of the email. This enables you to attach multiple files at once.
5. Enter your message in the body of the email. You can insert the following:
• Images
  1. Click the Insert Image button or click Insert > Image on the menubar.
  2. The Picture window displays. Use the Browse button to locate the image you want to use.
  3. For the Layout of the image, select an Alignment and enter a Border Thickness, if needed.
  4. Enter a number in the Horizontal and/or Vertical fields for the Spacing of the image.
  5. Click OK to insert the image.
• Links
  1. Click the Insert Link button or click Insert > Link on the menubar.
  2. The Hyperlink window displays. Select the Type in the dropdown for the hyperlink.
  3. Enter the URL for the hyperlink.
  4. Click OK to insert the hyperlink.
• Signatures

  1. Click Signature > Load Signature on the menubar.
     
     Note: To learn how to create a signature see the Define Signature article.

  2. The View Signature window displays. Select the signature in the list you want to use and then click OK.
     
     Note:  To set a signature as the default click File > Set As Default.

  3. Click OK to insert the signature.
6. When your email is complete, click Send .
7. A message displays stating mail sent successfully. Click OK.
8. You are returned to the screen where you launched Email from. All emails sent can be located and viewed in Document Centre via Email > Email History on the menubar from the Desktop Navigation screen or via any print option or Print button .
   
   Note: When viewing emails in Document Centre, you will only see the emails that were sent to the currently selected client.