Replying to a Message using Custom Letter

g Custom Letter

Replying to a Message Using Customized Letter

Market: Federal/State/Local, House, Senate

Description: These instructions teach users how to reply to a message using a customized letter.

1.Locate the incoming Email message in a Messages List View.

2.Click Reply.

3.Select your outgoing response method.

4.Select your From email address

5.Confirm the email in the To: field is correct and add any additional emails to the CC and BCC fields.

6.Type in a Subject

7.Click the paper click icon in the Attachments field to add outgoing attachments to the reply. You can also drag and drop files into the field.

8.Type any Issue Codes related to the message into the Issues field.

9.Click Customize to type out a custom response using your default Custom Letter Format.

a.Make sure to choose your default Custom Letter Format in your Preferences under Messages.

10. Select a Batch in the Batch field if necessary.

11. When you are ready to send the email, be sure that the Status is Approved, and use the Send button.

a.Note that if you click Include History the Incoming Message you are replying to will be included as part of your reply.