Home > Communication > Email and SMS Text Messages > Email How To's > Sending Email
Note: There is some setup required before you can send email through Stratus. Refer to Setting up Email for instructions on setting up your email preferences in Stratus.
After you've set up your email preferences in Stratus, watch this video and follow the step-by-step instructions below to see how to send email from Stratus.
An email can be created from many places in Stratus. Here are the main options:
Select Blank Email or choose a pre-created email template. For more information, please refer to Creating an Email Template.
From - Displays who is sending the email.
To - This is automatically filled in with the client's email address when the email is being sent from a client, session, appointment, or invoice. The information in this field can be changed, if desired.
CC - Add any additional email addresses here that you want to have carbon copied on this email.
BCC - If you want this email copied to another email address that won't be visible to the recipient (blind carbon copy), you can add the email address here.
Subject - Remember that proper "netiquette" requires you to fill in a subject line. It is even more important for business email. Some email filters will automatically put email with a blank subject into a junk folder or even delete it.
Attachments - Attachments will be shown here by file name. Right-click to remove an attachment.
Email Type - What type of email is this? This is for your records. See also: Using Email Types
Email Status - What is the status of this email? See also: Using Email Statuses
Assigned to Dept. - What department should this email be assigned to? See also: Setting up Departments
Assigned to User - What user should this email be assigned to? See also: Setting up Users
Complete the body of the email. You can copy and paste information from another program into the body of the email. If the email was created from a template, you can make changes before sending. See also: Creating an Email Template
Add any necessary attachments by clicking Attach File on the ribbon.
Click Send when finished. If the email was sent from a specific record, a copy of the email will appear on the Communications tab of the record.