Order Email Lists & Attorney Email Lists

Order Email Lists & Attorney Email Lists

Summary: Build order‑level email lists and attorney email lists; control visibility, defaults, and usage in status/invoice/proof emails.

Quick answer

Maintain attorney email lists; on orders, move recipients from the left source list to the order list; optionally hide order lists until the “show” checkbox is set; use lists when emailing status, proofs, invoices.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. In **Attorney** maintenance, create **email lists** and assign them to attorneys as needed; these can be added to auto email templates.
    media/order-and-attorney-email-lists-01.png

    [Insert screenshot for Step 1]

  2. On a **Work Order**, open the **Order Email List** dialog, select emails on the left and move them to the order list on the right (use Shift/Ctrl for multi‑select).
    media/order-and-attorney-email-lists-02.png

    [Insert screenshot for Step 2]

  3. Check the **do not show** box to hide order lists unless explicitly shown; switching customers reloads the list as configured.
    media/order-and-attorney-email-lists-03.png

    [Insert screenshot for Step 3]

  4. Use the order email list when sending **Status**, **POD**, **Proof**, or **Invoice** emails.
    media/order-and-attorney-email-lists-04.png

    [Insert screenshot for Step 4]

Confirm it worked

Emails send to the intended recipients via the order list and/or attorney list; lists persist with the order.

Troubleshooting

If lists don’t load, confirm customer change reloaded the list and that contacts are configured with auto‑email permissions.

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