Released December 2, 2025
For Everyone
Copy emailed files. There is a new settings option that allows you to have copies of all emails to be sent to the professional’s email. This is for use by financial professionals who by regulation or policy need to retain copies of all correspondence relating to a case.
More things to know about this option:
- Currently, this option sends copies of emails to other people, but not copies of emails sent to tech support. We are working on adding that capability.
- The option will send emails to the relevant professional, even if the person logged in and doing the emailing is a member of the staff.
- The option must be set by the person who is logged in. It can not be set at the firm level, and a professional can not set it for staff. Staff must set it when they log in as well.