Communicate and share important files with clients using eCourtDate's One-Off Messages with Attachments feature.
Why Use One-Off Messages with Attachments on eCourtDate?
Use One-Off Messages with Attachments to send specific, personalized messages and relevant files or documents to your clients, ensuring efficient communication and seamless sharing of important information on eCourtDate.
Prerequisites
Before you can send a one-off message, ensure that you have the following:
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An Active Account: You must have an active account on eCourtDate with the necessary permissions to send messages.
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Recipient's Contact Information: Ensure you have the correct contact information (email or phone number) of the recipient you want to send the message.
How to Send a One-off Message with Attachments
Step 1) Search for the desired Client using the top left "Search" field. You can search by Client First Name, Middle Name, Last Name, and Client Reference based on the agency's settings.
Step 2) Once you find the desired Client, click on their profile.
Step 3) Fill in the message you want to send to the Client and click the "Choose files" button to attach files. Once you are happy with the message, click "Send Message."
What to Expect
After successfully scheduling the one-off message, the message appears in the Scheduled Messages feed. Messages are scheduled based on the agency's default delay time.
Frequently Asked Questions
Question: Can I send attachments to multiple clients simultaneously?
Answer: No, the one-off message with attachments can only be sent to one client at a time. If you need to send the same attachments to multiple clients, you must use Bulk Actions.
Question: Can clients reply to one-off messages with attachments?
Answer: Yes, clients can reply to one-off messages like any other eCourtDate messages. Their replies will be visible in the message thread.