Step 1:

• Select the email template to use. 
• Check off the category(ies) you'd like to send to. If you reach the maximum number of categories allowed, the system will prompt you with "You have reached the maximum number of categories that can be selected for this email communication. Please prepare a new email for any additional categories."
• Determine if the communication should be sent immediately or at a later date and time. Please note: the system sends to the subscribers as of the date the communication was created not actually sent.
• Hit Next.

Step 2:

• Enter in a Subject.
• Select the From Email address (these options are managed in the From Addresses area).
• Select the Importance rating (optional). 
• Enter in the email message copy. 
  • Please note: if you paste content from Word or another software program in the email message area, click on the Remove Word Formatting button to remove any unnecessary HTML coding that may cause issues. We also recommend sending a test email to yourself before sending to the entire group.
• Add in a URL (optional).
• Hit Next.

Step 3:

• If you would like to reference a file from the Filing Cabinet, select the category the file exists in, hit Next. Select the checkbox of the file(s) to reference and hit Next.

  *If you do not plan on referencing a file, simply hit Next to go to the final screen.