You can Cc any of your other contacts, or other Lexicata users from your law firm, on any outgoing email. There is also a setting for all of the default email templates to automatically Cc all users assigned to a particular matter on any outgoing emails regarding that matter (e.g. sending a form or requesting a signature).
- From any "Send Email" popup window, click the "Add Cc" link
- Two fields will appear below - one for contacts and one for users - you can choose to Cc any contact in your Lexicata database, or any other Lexicata user from your law firm
- Click in the appropriate field to add one or more contacts or users which you would like to Cc
- Draft the rest of your email, as you normally would, and send it
- All the appropriate parties will be Cc'd on the email message