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Create and utilize Group Emails

Step-by-Step Instructions

  1. Create and utilize Group Emails - Step 1

    Navigate to Settings and open the Group Emails module.

  2. Create and utilize Group Emails - Step 2

    Start a new group email and enter an alias for the group. This alias determines the full email address for the group.

  3. Create and utilize Group Emails - Step 3

    Add users who should receive emails sent to this group, then click Save. Copy the generated email address for later use.

  4. Create and utilize Group Emails - Step 4

    The group email now appears in the Group Emails list.

  5. Create and utilize Group Emails - Step 5

    Send a test email to the group email address. Wait a moment for the email to appear in your inbox.

  6. Create and utilize Group Emails - Step 6

    Confirm the test email appears both in your inbox and in the Group Emails module.

  7. Create and utilize Group Emails - Step 7

    In the Group Emails module, click Configure and select a default sender for the group email.

  8. Create and utilize Group Emails - Step 8

    When you send a job report or document from a job, the email sender will be the group email address, and the sent email will appear in the relevant module.

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