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Tag: E-Mail Statements


I was asked by a client that has multiple matters to provide a single e-mail that includes all matters and include a combined cover statement. Can I configure the software to do all of this?   Read More...


When you need to send a statement to two different parties, what do you do? With Tabs3 Billing, you can automatically generate a duplicate statement by adding an Additional Bill To Address.   Read More...


I need to prevent my billing staff from making edits to our e-mail templates. Is there a way to accomplish this?   Read More...


We have started using the E-mail Statements feature in Tabs3. I was out of the office last week, and someone sent the statements out in my absence. Is there a way I can get a list of all of the e-mail statements that were sent through Tabs3?   Read More...


A client has asked that we provide some additional documents to them as part of their monthly e-mail statement.  Is there a way to attach these documents to the same e-mail statement, or do they have to be sent separately?   Read More...


I want to use the E-mail Statements feature, but I need my statements to be secure. Is there any way to add security settings to statements that are e-mailed?   Read More...


We use the E-mail Statements program to send statements. Unfortunately, we just found out that there was an issue with our E-mail server and the last batch of statements didn’t actually get sent out. However, the e-mails no longer show up in the E-mail Statements window either. How can I resend this batch of e-mail statements?   Read More...


In the E-mail statement templates, our attorneys want their e-mail addresses to be in the Reply to Address field, but this field is dimmed. Is there a way to do this?   Read More...


Attaching statements to e-mails one by one is time consuming. Save time by using the Tabs3 E-mail Statements program to send PDF statements without leaving the software!   Read More...