Create emails using the email wizard

Setup required before use	Who can use it?	Where is it?
Email templates	User Assistant Project Manager Project Manager Director Administrator System Administrator	Available in several list and tab views. See below for details of where to launch the email wizard.

1. Projects List. Click the address shown in the 'Primary contact email' column. Email Templates of the Project, Sub Project, Contact or Personnel type are available for use.
2. Project > Contacts tab. Click the address shown in the 'Email' column. Email Templates of the Project, Sub Project, Contact or Personnel type are available for use.
3. Project > Documents > Documents tab. Select a document and click the 'Send' button to email the document. Email Templates of the Project and Sub Project types are available for use.
4. My Synergy > Projects Panel > Contact Details. Click the address shown in the 'Email' column. Email Templates of the Project, Sub Project, Contact or Personnel type are available for use.
5. Projects > Invoices tab. Click the address shown in the 'Invoice Contact Email' column. Email Templates of the Project, Sub Project, Invoice, Contact or Personnel type are available for use.
6. Projects > Invoices tab. Click the button labelled 'Save the invoice as a PDF document attachment on a new email'. This button can only be used once the MS Word® invoice document exists. Email Templates of the Project, Sub Project, Invoice, Contact or Personnel type are available for use.
7. Projects > Invoices tab > Open the Invoice. Click the button labelled 'Save the invoice as a PDF document attachment on a new email'. This button can only be used once the MS Word® invoice document exists. Email Templates of the Project, Sub Project, Invoice, Contact or Personnel type are available for use.
8. Projects > Invoice Maintenance List. Click the address shown in the 'Invoice Contact Email' column. Email Templates of the Project, Sub Project, Invoice, Contact or Personnel type are available for use.

1. Contact List. Click the address shown in the 'Email' column. Email Templates of the Contact type are available for use.
2. Contact > General Tab. Click on the 'email address' heading to open the email wizard. Contact type email templates are available.
3. Contact > Documents Tab. Select a document and click the 'Send' button to email the document. Email Templates of Contact type are available for use.

1. Contacts > Contact Personnel List. Click the address shown in the 'Email' column. Email Templates of the Contact or Personnel type are available for use.
2. Contacts > Personnel General Tab. Click the address shown in the 'Email' column. Email Templates of the Contact or Personnel type are available for use.

1. Practice > Staff & Application Security List. Click the address shown in the 'Email' column. Email Templates of the Staff type are available for use.

1. Contract > General Tab. Click on an email address in the Contacts table at the bottom of the General tab. Email Templates of Contract Administration, Contact and Personnel are available.
2. Contacts Documents Tab. Select a document and click the 'Send' button to email the document. Email Templates of Contact and Project types are available for use.

1. Reports > Run (Preview) > Email. When previewing the content of a Synergy Report click the 'Email' button in the bottom left corner. No Report type email templates are available. The Subject of the email will be the title of the report, and the message body will be blank.

Create an email to your contacts to confirm their details on file are correct. Create an HTML email template with the type 'Contact' in Admin Tools > Email Templates before you get started.

1. Open a project and go to the Project Contacts tab.
2. Select the email address of a project contact.

Click the image above to view the Project Contacts tab with the email addresses shown.

3. The send email wizard is shown. Select what will be sent and to which people by:
   1. (Optional) Select a Sub Project to have the Sub Project email templates displayed.
   2. Selecting an Email Template in the left panel.
   3. Add extra people from the Project Contacts tab by clicking the TO, CC, or BCC buttons next to their name.
   4. Switch to the Contact Personnel tab and select any other people to include using the TO, CC, or BCC buttons.
   5. Switch to the Staff tab and choose if any internal staff will be on the email using the TO, CC, or BCC buttons.
   6. Use the Search tab to look-up any other Synergy contacts that are not shown in the default tab lists by typing part of their name in the search box and pressing the Enter key. Use the To, CC, or BCC buttons to add the contacts from the search results.
4. Click the Send button, and the new email message will be created.

Click the image above to view the Send Email Wizard.

5. The new email message will open in MS Outlook®. The body and subject line of the email will be created from the email template selected. The email is addressed to the contacts or staff selected in the wizard.
6. Update the email as required in MS Outlook®.
7. Use the 'Total Synergy - File on Save' panel to save the email to your Synergy Project or Contact folders. Learn more about using the Outlook plugin.
8. Send the email in MS Outlook®.

Click the image above to view a Contact template being sent to selected Project Contacts.

Send an email that includes the invoice details using the invoice wizard. Send the email to your project contacts email addresses, and select which email template will be used to created the email body and subject line of the email. Send a PDF copy of the invoice file with your email using the PDF an invoice button in the invoices tab.

Create an Email from the Invoice Tab of a Project by following the steps below:

1. Open the Project > Invoices Tab.
2. Make sure that the Optional Column 'Invoice Contact Email' has been added to the tab.
   Tip: Add the optional column via a right mouse click in the list > Optional Columns > and choose 'Invoice Contact Email' from the list.
3. Click the email address for the invoice row that you want to create the email about.
   For example: You want to email the client about Invoice #SYD01576. Click the invoice email contact address shown in that row.

Click the image above to see how to start the invoice email wizard.

4. The email wizard is shown. The invoice contact address that you choose in the list has the 'To' box checked.
5. Check the boxes to add additional 'To' or 'CC' or 'BCC' email addresses. All of the project contacts are shown in the recipients table for you to choose from.

Click the image above to see how to choose project contacts to send the email wizard.

6. Select the email template from the drop down list which will create the email subject line and email body text.
7. (Optional) Add other Synergy contacts to the email, by typing the contact name into the search box and pressing enter to run the search. Check the 'To' or 'CC' or 'BCC' boxes to add the contacts to the email. See the image below to see where the search box is located.

Click the image above to see how to choose an email template, and select extra Synergy contacts to send the email to.

8. Check that all the required contacts are shown in the 'recipients' table.
9. Click Finish to create the email. An example of the email output is shown below.

Click the image above to see a sample of the email created by the wizard.