How to create an email
It is possible to send an email using the “quick add” icon, from the “documents” tab of the cases screen and from the “documents” screen. In the first place, choose the email template that you want to use.
The templates will provide standard text in your email communications. You can also use the templates to insert your signature at the end of the emails. Write or update the text and send the email. The save button allows users to save the email as a draft, to send it later.
The “send email” feature requires that you have previously configured your email account. If you try to send an email but you haven’t configured your account yet, Kleos will ask to configure it in order to send it.