Email a User

Send Direct Email

1. On the top navigation bar click on the Vertafore logo and select the Settings tile.
2. On the top navigation bar click on Settings and then choose Security.
3. Click on Users. A list of all enabled users appears.
4. Click on user you want to send a direct email. The user record appears.
5. On the command bar click Send Direct Email. A new email activity page appears.
6. Complete all the required fields and then either click Send, Save or Save & Close.

Email a Link

1. On the top navigation bar click on the Vertafore logo and select the Settings tile.
2. On the top navigation bar click on Settings and then choose Security.
3. Click on Users. A list of all enabled users appears.
4. Click on user you want to email a link. The user record appears.
5. On the command bar click Email a Link. A new email message from Outlook appears with the user profile link.