The Email Preview window allows you to preview and edit the email message for a trust request.

The Email Preview window consists of an email Preview Toolbar, the Email Toolbar, fields for composing unique email messages, and the Attachments pane.

The From field is unavailable for editing in the Email Preview window. Based on your settings, the content of this field is provided by Microsoft Outlook, the Email Template, or the Outgoing Email Configuration.

The content of the To field is retrieved from the Bill To record. Email addresses in the To field must be entered in a specific format.

The content of the Cc and Bcc fields is provided by the Email Template. These fields allow up to 1,000 characters. Additional email addresses can be separated by using a comma. For example, you can enter: jwilliams@yahoo.com, sjones@jonesassoc.com, mjensen@andersonlaw.com.

The content of the Subject, and Body fields is provided by the Email Template. The Subject field allows a maximum of 199 characters. The Body field allows a maximum of 45,000 characters.

Note: To allow online payment of a trust request, the Body must contain a link created by the selected email template using the Online Payment Trust Button, Online Payment Trust “Click Here”, or Online Payment Trust URL field. This link allows the recipient to open a personalized page on the Tabs3 Pay website.

The Attachments pane, displayed below the email body, allows you to optionally attach images and documents using the drag-and-drop feature, the Insert File button, or by right-clicking in the pane and selecting Insert File. Double-click an attachment to view the file in the default program for the selected file type.

When you are finished reviewing the record, you can send the email by clicking Send.

See also:   Preview Toolbar
  Email Toolbar
  Email Right-Click Menu