Overview
This article will explain how you can set up and send emails generated in CAS 360 at a scheduled time.
How to Set Up a Scheduled Email
After making a supported change in CAS 360
- Select Prepare Forms
- This will take you to the Document Production screen
- Make any required changes and then select Send All
- Once on the Preview Email screen, click the Up arrow next to Send
-
This will open up the Schedule Send pop up.
Customising Scheduled Emails
When scheduling an email, you can choose from three preset times:
| Option | Description |
|---|---|
| Tomorrow Morning | The next day at 8:00 AM (Local time zone). |
| Tomorrow Afternoon | The next day at 1:00 PM (Local time zone). |
| Monday Morning | The next Monday morning at 8:00 AM (Local time zone). |
Once selected, the email will be automatically scheduled for that time.
Adding a Custom Time
If the preset options don’t suit your needs, you can set a custom date and time.
Steps:
- Select Add Custom Time
- Select the Schedule Date and Time
- Once confirmed, press Schedule Time and Close
Managing Scheduled Emails
Pending Outbox
After scheduling an email, you can manage it from the Pending Outbox screen.
Use the search bar to find a specific company, or apply the Advanced Filter under Emails to refine the list.
You cannot edit document details from the Pending Outbox. To make changes, delete the scheduled email, update the information, and then reprocess and prepare the forms again.
Document Review
As the nominated Document Reviewer, you are the only user to set up a Scheduled Email.
After reviewing and then approving a Document, you will be sent to the Preview Email.
Pressing the up arrow next to the Send icon will display the Schedule Send modal.
Automated Reminders
Please note that if you have set up Automated Document Reminders for a document pack sent via a scheduled email. The Autmoated Reminders will only be sent to hte client after the scheduled email has been sent.