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Use a mailing group to send mail

Use a mailing group to send mail to the same group of people regularly.

Before you begin

You, or someone else in your organization, will need to have set up a mailing group.

  1. Select your project.
  2. Click Mail.
  3. Select Blank mail (or any other type of mail).
Create mail
  1. Select the mail type.
  2. Click on the To button.
blank mail

By default, you'll see your Project Directory. If you need access to the Global Directory click on the tab.

In the Project Directory, you'll see all mailing groups listed at the top of the search results.

mailing group

If you want to check which recipients are included in the mailing group

This step is optional

  • Click on the mailing group's name.
    You'll see the list of recipients who are included in this mailing group.
people listed in group

Select the mailing group

  1. Check the box next to your mailing group.
  2. Click the To button.
  3. Click the OK button.
    You'll see all the recipients listed on your project mail.
mailing group
  1. Complete the rest of the mandatory fields for your mail.

If you need to send a confidential mail

This step is optional

  • Click on the Options button. It's near the top of the screen.
    You'll receive the Mail Options screen.
  • Select Send as confidential mail.
  • Click the OK button.
confidential mail

Send your mail

  1. The final step is to hit the Send button.
    It's in the far right corner of the screen.
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