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This guide has been reviewed against our global client base and classed as relevant to all regions

This page outlines how you can send emails - either individually or in bulk

1. E-mailing an individual

When an email address is shown on screen, usually a shortcut option is available to send an email

To the right of the E-mail field:

  • Click the envelope icon

  • Select Send e-mail

2. E-mailing in bulk

Emails can be sent to a number of parties involved in an estate
i.e. landlord/freeholder, management company, leaseholders and occupiers

From the estate record:

  • Click E-mails

    Options to send a blank email or use an email template are offered

  • Select the required option and click Accept

    If choosing to email leaseholders or occupiers, see step 3

  • A new email message is created with the recipient email addresses added to the Bcc field

    This ensures that email addresses are kept private from the other recipients of the message

3. E-mailing leaseholders or occupiers

When emailing leaseholders or occupiers, you can choose which parties to email

  • Select which block/units to send an email to

  • Click Accept

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