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CounSol User Guide

Navigation: Secure Messages

Send Client Mail

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How to send a secure message to an individual client:

 

1. Select the Mail icon, then click the New Message tab.

 

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2. Choose the desired recipient from the drop-down list of names under Send To.

(Check the box next to Include Related Clients if you want the message sent to the client and all registered relatives.)

 

3. Type the Subject and Text of the message in the corresponding boxes.

 

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4. Click the Save Draft button if you want to send it later, or click the Send Message button to send it immediately.

 

 

Hint: On each client's Overview page is a Send Message button that acts a shortcut to this page.

 

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