Lexop’s certified email feature (legally called “e-service” or “notification”) is ideal for businesses and professionals who need to send emails and documents while obtaining a legally valid proof of delivery. To initiate a certified email, click on the “Certified email” button on your Dashboard or on the “New Activity” button.
Here are the 4 steps:
- Enter the names of your recipients by clicking on the “Create New Recipient” button, or simply select them from a predetermined list. Previously entered names will appear via auto-complete. When you are done, click on “Next Step”.
- Enter the subject of the message and the internal file number related to your certified email. Compose your message and add attachments for all your recipients or specifically for each one of them. When you are done, click on“Next Step”.
- Set the options you desire and if needed, add collaborators to your certified email. Collaborators are users within your organization to whom you wish to give access regarding the certified email. If added, collaborators will be able to track the certified email and view all interactions related to it, as if they were the ones who had sent the certified email. When you are done, click on“Next Step”.
- Review the email and make sure all the information is correct. It’s only a preview, so the names of your recipients don’t appear yet at this step. When you are done, click on “Confirm & Send”.