Trustee Suite Online Address Book

Setup Tables

When you need to send an email from within Trustee Suite Online, you can choose recipients from a pop-up address book. This address book is populated by the information from your Professionals list.

Open a New Email

You can access email by clicking on any email address link or link to send an email in Trustee Suite Online. For example, on the Home page, clicking “Email the Stretto Banking Center for your banking needs” will open a new email.

As another example, in the Professionals tab, you can click on the email link that appears at the bottom to open a new email.

Add Recipients with 1 Click

To add a recipient from the address book, open a new email, and click either the “To:,” “CC:,” or “BCC:” buttons at the top. Choose a recipient from the address book by double clicking on that name in the list, and their email address will be added to the “To” section at the bottom. To remove a recipient, simply double click on their name in the “To” section.

Note: If there is no email address listed in your Professionals list, a warning will pop up as shown below. If you need to add an email address or update a contact, you must do so by updating their information in the Professionals list.

Add Attachments and Email Signature

You can add attachments and a signature block to your emails within Trustee Suite Online. To add an attachment, click on the “Attachment” button in the email draft, highlighted below.

To add a signature, fill in the “Signature” text box. This signature will populate each time you send an email. You can change your signature at any time.

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