video1.0<iframe src="https://www.loom.com/embed/25db6c663ea8429a961be6d5fdb2fca8" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/25db6c663ea8429a961be6d5fdb2fca8-4b22ffb816f11361.gif203.146I showed how to set up Quick Actions in Proclaim Desktop using an email template. I start by clicking the relevant item and working through to the OK accept step so the template and preset text carry through. Then I save it as a favourite under Quick Actions with a logical name, and double click it later to auto fill and accept. When I open another case, it updates using that matter’s contact details, saving lots of time. No action is explicitly requested from you.