You have the ability to send manual bulk-emails to employees who are outside of the automatic-email journeys. These manual emails will show up inside the case just like the automatic emails.

To send a manual bulk-email, follow these steps:

1. Identify the Appropriate Case List View

   1. Click on the Cases tab in the NavBar

   2. Click on the black down arrow to view the List View options

   3. Select the appropriate List View

      1. You’ll most likely be sending to the “Missing I-9 Cases Post Auto-Emails” group or the “Expired I-9 Cases Post Auto-Emails” group.

      2. You do not need to select the individual cases--just selecting the List View will work.

   4. Click the “Quick Send Via MassMailer” button

      

2. Quick Send Via MassMailer Wizard

   1. Most sections you don’t need to touch/edit

   2. Optional: Add a CC

      1. Click the “CC Sender” button

      2. Click the “CC on every email” button

      3. Click the “Select CC Fields” button

         

      4. Click the “Select an option” drop-down

      5. Type “Supervisor” or “I-9 Partner” in the search

      6. Select “Supervisor Email” or “I-9 Partner Email”

      7. Click the “Done” button