Here are the steps to send an email:

1. Click the New Unity E-mail button
2. In the dialogue box, select the case by clicking into the Case field and choosing from your recent cases
3. Under Recipients, if your client’s e-mail address is already saved in the system, tick the checkbox to select it. If not, you can manually enter the e-mail address later
4. Enter the subject of your e-mail in the Subject field
5. If you would like to save the e-mail to a specific folder, select the appropriate option from Folder field.
6. If required, add an internal note
   • This note will only be visible on your side and will not appear to the client.
7. To record time, tick the Record Time box, then select your units and attendance code
8. If needed, select the option to create a new calendar event. This will create an event in Outlook only and will not create a calendar entry in Unity
9. Once all details have been completed, click OK
10. A new e-mail window will open in Outlook. The subject line will include a thread reference
    • This thread reference allows e-mails to automatically save into Unity when they are sent and received
    • Do not edit or remove the thread reference. If it is changed or deleted, automatic saving will stop and e-mails will need to be saved manually
11. Compose your message as you would with a normal e-mail. You can also manually enter the recipient’s e-mail address if it was not selected earlier
12. Once your e-mail is ready, click Send

The e-mail will be sent through Outlook and automatically saved into Unity.