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Access Practice SE - How to compose an email

If a few quick steps, you can send an email in Access Practice SE, please see below.

To integrate your emails, please see Setup email integration. Once you have integrated your email system in Access Practice SE, you can compose and send a new email.

Compose a new email

  1. Log in to Access Practice SE.

  2. Click the Email tab at the top.

  3. Click the pencil icon to compose a new email.

  4. You can also send an email via the Clients Tab, simply locate and click on the relevant client.

  5. Click on the paper aeroplane icon for the applicable contact in the Details tab or click the areoplane icon in the top-right of screen.

  6. Complete the relevant fields in the Compose new email window, then click Send. Any emails sent, replied to, forwarded or deleted from within Access Practice SE will also be reflected in your integrated email account.

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