Skip to content

Reply, forward and write an email

LiveFor: All staff

Compose with recipients, attachments and templates.

  1. Open the email and press Reply to All, Reply (the arrow) or Forward. To start a new email, press Compose in the top bar.

  2. Check To; Show cc/bcc adds Cc and Bcc. Add to Work files the email on a job as it is sent.

    The email composer replying to Marlow Cafe Trust, with To, Show cc/bcc, Add to Work, Subject, the message area and the toolbar.
    The composer.
  3. Write your message. The toolbar formats text, Attach a file, inserts a link, emoji, image or table, and inserts an Email template.

  4. Press Send, or Cmd+Enter / Ctrl+Enter and confirm.

BMS saves your draft as you type; close the composer and it waits in Drafts. If your message mentions an attachment but has none, BMS asks before sending.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

Last updated: