Boards


 

Send an Email to a Board

Overview

This article will show you how to send an Email to a Board through the Boards & Committees portal.

Important Note 

  • Before you can send a message, you must ensure that you have set up an Email Template that you wish to use.

Instructions

  1. Navigate to the User Profile
    user_profile_clerk.png
  2. Select Boards & Committees
    boards_and_comittees.png
  3. Select Boards
    boards.png
  4. Select your desired board
    board_to_add_meeting_to.png
  5. Select Actions
    clerk_actions.png
  6. Select Send Email
    send_email.png
  7. Fill out the fields for the email
    fill_out_email_information.png
    • To (required)Input emails
    • CC: Input emails
    • Email Subject (required)Create subject heading
    • Merge Tags: Select tags from the drop-down
    • Templates (required)Select a template from the drop-down
    • Email Body (required)Create the email message
  8. Select Send
    send_clerk_email.png



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