Send via Email
You can email a document to someone from the Lawtrac application by opening document information and using the email icon.
Note: Email should never be considered secure.
To email documents associated with the matter:
- From within the matter record, click the Document Management tab.
- Click the name of the document to open information about the document.
- Click the email
icon. - Enter the Subject and Message. Select the email address(es) by clicking the appropriate checkboxes.
- Click Send Document via Email.
Notify Teams That a Document Associated with a Matter Exists
- From within the matter record, click the Document Management tab.
- Click the name of the document to open information details.
- Click the email
icon. - Depending on the team you want to notify, click one of the quick notice buttons on the left of the page: Quick Notice: Legal Team or Quick Notice: Key Personnel.
The email is sent immediately.
Email Non-Matter Related Documents
- From the Documents List (Documents tab at the top of the Lawtrac application), click the
icon of the document. - From the document information page, click the Send icon.
- Enter the "Send To" email address, "Subject", and "Message".
- Click Send.