Sending an email (from a template)

Clients can be emailed via the Registrations or Registration Details, Enquiries or Enquiry Details, Data Completion Details and Eligibility Details pages using the  icon.

On the Registrations and Enquiries pages, the icon is situated in the list to the far right of the record.

In the case of the Registration Details page (as with other Details pages), the icon is located near the client's email address.

To send an email to the user:

  • Click the email icon.

    For example
    It is found toward the bottom of the Client Details section on the Registration Details page.

This will open the Email Client pop-up:


  1. Select the Template to be sent. This will update the subject and message and determine the attachments (if any). The templates available in the list are determined by the record type, such as Enquiry or Registration.
  2. The From field will be pre-filled with the RTO's email address (as entered in the Organisation Details section of Account), however it can be changed.
  3. The To field will be pre-filled with the client's email address, however, it can be changed.
  4. Optionally, enter an email address for a blind copy to be sent to in the Bcc field.
  5. The Subject will be pre-filled from the template. This can be changed.
  6. Attachments can be included, these will be in addition to any already assigned to the template.
  7. This is the message that will be sent to the customer. Any variables in the template will be substituted for the appropriate value. Changes can be made to the text and formatting if desired.
  8. Click the Send button when the message is ready to go.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.