View System Emails

When CosmoLex sends an email, it automatically logs it within the System Email sub-folder and tags it to the applicable matter. This communication history includes items such as reminder notices, user invitations, and invoices you send via email.

This article outlines how to view these “System Emails” that have already been sent from CosmoLex. For instructions on how to edit the email templates, see Edit Email Templates. For information on setting up email syncs and integrations, see Set Up Email Integration and Permissions.

From Matter Details

To view system emails:

  1. From the left navigation panel, click Matters.
  2. On the Matters screen, either double-click the matter, or single-click it to highlight it, and then from the toolbar, click Details.
  3. From Matters Details left navigation, click Emails.
  4. On the Emails screen, under the Emails section, click System Emails.
  5. Take the desired action:
    • Read an Email
      1. Double-click the email.
        The email opens in a new window.
    • Mark Emails as Read or Unread
      1. Check the boxes to the left of the emails.
      2. From the toolbar, click More > Mark as Read or Mark as Unread.
        The system marks them as directed.
    • Delete Emails
      1. Check the boxes beside the emails you want to delete.
      2. From the toolbar, click Delete.
        The system deletes the emails.
    • Refresh your Inbox
      • From the toolbar, click the double arrows.
        The system refreshes your inbox.

From Activities

To view system emails:

  1. From the left navigation panel, click Activities.
  2. From Activities left navigation, click Emails.
  3. On the Emails screen, under the Emails section, click System Emails.
    The listing displays the system emails. 
  4. Take the desired action:
    • Read an Email
      1. Double-click the email.
        The email opens in a new window.
    • Mark as Read or Unread
      1. Check the boxes to the left of the emails.
      2. From the toolbar, click More > Mark as Read or Mark as Unread.
        The system marks them as directed.
    • Delete Emails
      1. Check the boxes beside the emails you want to delete.
      2. From the toolbar, click Delete.
        The system deletes the emails.
    • Refresh your Inbox
      • From the toolbar, click the double arrows.
        The system refreshes your inbox.
Updated on April 18, 2022

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