This Help Article covers:

Sending emails is done from the Preview popup of the Document to be sent OR from the "Emails" Expandable Section of a Correspondence Top Tab of a Customer, Job, Quote, or Sales Page.

Email Template button – Used to select a Customer/Document Email Template.

[ATTACHMENTS] button - Used to attach files.

[SEND] button – Sends the Email.

“Replies will be sent to...” toggle – Toggle between you, the logged-in User, and the entered Company Settings “Account Email”. Just Press USE OFFICE EMAIL OR USE MY EMAIL.

“To*” field – When sending a Document, auto populates with the Contact’s selected Primary Contact for the type of Document: Quote, Order or Sales (Billing).

“Cc” field – Auto populates if a Sales Document and the Customer has a person ticked as “Include in Billing Emails” OR enter in an email address.

“Subject” field – When sending a Document, auto populates with the Document name OR enter in a subject.

“Body*” field – When sending a Document, will display with the selected Default Email wording set at Company Settings for the type of Document see Help Article "Email Settings (Enter-Edit)" OR enter/edit in your own body wording.

“Send me (xxxxxxx) a copy” tickbox– If ticked will send a copy to you, the logged in User.

"Attachments" section– Displays any email attachment(s).

Emails sent from a Document Preview display in the Correspondence Top Tab of the Document Page it was sent from (Quote, Order, Purchase, Sale) AND in the Emails Expandable Section of the Correspondence Top Tab of the Job the Document relates to.

All emails sent from Katipolt display in the Email List view of the Side Menu. From here you can search for an email using the Filter Search feature.