Lesson 5: Working with Email & Documents

The following video covers the items below

Working with Email

Sending an Email
Sending Bulk Email using Merge Templates
Sending an email with a Document
Importing an Email from Outlook
Replying to an Email from Outlook
Using the Outlook Addin
Using Mail agent addresses when not using the Outlook Addin

Working with Documents

Attaching a Document to a Record|
Previewing a Document
Editing an existing Document from a Record
Making a copy of a Document
Setting a New Default Resume

 

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