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sliston  
#1 Posted : Wednesday, August 15, 2018 11:10:47 AM(UTC)
sliston
Rank: Advanced Member

Posts: 123

Send a Video Email from the Contact Screen  

[Note: This feature is also available on the Mobile Mortgage Manager app]

Mortgage Manager includes Video Email capability so that you can quickly record and send a video from the app. To begin, open a contact click on either of the two Email icons(Figure 1):

​​​​​​​(Figure 1: Contact - Send Email)

Click on Select Template and select Video Email Template (Figure 2):

(Figure 2: Contact - SendEmail - Select Template)

Place the cursor at the start of a blank line where the video link will go and click on Insert/Record Video (Figure 3):

(Figure 3: Record Video)

In the next window, you can select an existing video or, as in this example, click on Record Video (Figure 4):

(Figure 4: Record Video)

Click on Record and then on Stop when done recording. You can optionally give the video a custom filename or just use the default filename, and then click OK (Figure 5):

Figure 5: Record Video - Filename)

Click on Take Snapshot to create a thumbnail snapshot, then optionally edit the filename and click OK (Figure 6):

(Figure 6: Record Video - Take Snapshot)

Click OK (Figure 7):

(Figure 7: Video - OK)

The thumbnail snapshot is now in your email. Click OK (Figure 8):

(Figure 8: Video - Snapshot -OK)

Note that your video email is shown in the Activities Dashboard (Figure 9):

(Figure 9: Video - Activities Dashboard)

Your email is sent with the thumbnail snapshot as a hyperlink which will open and play your video.

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