Documentation

    {{docApp.userSession.userId}}
    {{docApp.userSession.userName}}
    {{docApp.userSession.email}}
    Issuer : {{docApp.userSession.issuerInstance}}
    Expires : {{new Date(docApp.userSession.validUntil).toLocaleDateString()}}

{{docApp.title}}

{{docApp.description}}

How can we help?

{{docApp.searchError}}
{{product.name}}

Searching in {{docApp.searchFilterBySpecificBookTitle}}

{{docApp.searchResultFilteredItems.length}} results for: {{docApp.currentResultsSearchText}} in {{docApp.searchFilterBySpecificBookTitle}}
Search results have been limited. There are a total of {{docApp.searchResponse.totalResultsAvailable}} matches.

You have an odd number of " characters in your search terms - each one needs closing with a matching " character!

{{docApp.libraryHomeViewProduct.title || docApp.libraryHomeViewProduct.id}}

{{docApp.libraryHomeViewProduct.description}}

  1. {{book.title}}

{{group.title || group.id}}

{{group.description}}

  1. {{book.title}}

{{group.title}}

{{book.title}}
More...

Email Composer

Create, reply to, or forward email messages. Use the email editor in combination with email templates and snippets to format the content for the outgoing email.

Email composer

Options

  • From. If you only have access to one shared mailbox, the “From” address will be fixed. However, if you have access to more than one, you can choose which mailbox to send the email from.
  • To. Use the search Add recipient field to add one or more recipents. As you type, existing co-workers and contacts that match the typed text will display for easy selection.
  • Cc & Bcc. Use these buttons to display additional fields for carbon copying (Cc) or blind carbon copying (Bcc) other contacts and co-workers.
  • Attach Files. Use this option to drag and drop attachments or explore to add them to the email.
  • Template. Use this option to select a predefined template
  • Priority. Use the exclamation mark to set the email’s priority as High, Medium, or Low.
  • Subject. Specify the text that will appear in the subject line of the outgoing email.
  • Body. Use the toolbar options to format the content of the email, add images and links, and preview how the email will appear before sending it.

Use the Send option to send the email, or select Discard to exit the composer without sending the email.

Templates

Templates provide a way to create commonly used email content that can be reused. Templates can be personal or shared with members of one of your groups to ensure consistent messaging.

Template button

Tip

From this menu, the template with the check (√) next to it is loaded automatically each time the email composer is opened. To start with a blank email composer, click next to the the No Template option.

Managing templates

Click on the Template option, then select Manage Templates.

Add a new template

  1. Give the template a name that will easily identfy the template when being selected from a list.
  2. From the Add To option select Personal Templates if the template will only be available to you. To share the template, select Groups and choose one of your groups that the template will be available to.
  3. Add the subject text.
  4. Use the email editor to construct the body of the email.
  5. Use the Insert Params option to add the variables of the user who the email will be sent from. If a template is shared with a group, and a member of the group uses the template, then the first name, surname, job title etc variables will resolve to their details.
  6. Click Create to make the template available.

Snippets

Snippets allow you to inject pre-define content into the email composer while you write an email.

Creating an Email Snippet

Click on the Snippets option and choose Manage Snippets, and Add New.

  1. Give the Snippet a name.
  2. From the Add To option choose if the Snippet will only be available to you by choosing Personal Snippets. To share the snippet, select Groups and choose one of your groups which the snippet will be available to.
  3. Use the editor to add the content for the Snippet.
  4. Use the Insert Params option to add the variables of the user who the email will be sent from. If a Snippet is shared with a group, and a member of the group uses the Snippet, then the first name, surname, job title etc variables will resolve to their details.
  5. Click Create to make the Snippet available

Using Snippets

Choose an email snippet from the list of available snippets. This will automatically insert the snippet’s content into the email composer at the location of the current insertion point, integrating it with any existing content.

Manage Snippets

Click on “Snippet” and then “Manage Snippets” to view a list of the snippets you have created. You can open an existing snippet to edit, save changes, or delete it if it is no longer needed.

Plug-ins

Timesheet Manager

If you have the Timesheet Manager configured, you will see a clock that automatically records the time spent composing the email. Once the email is sent, the time will be recorded in the Timesheet Manager App.

Manually set the time spent by pausing the timer and entering the time. By default, a category for the time spent may be set. However, if you wish to change this, select a category and sub-category from the drop-down list.

  • Version {{docApp.book.version}}
  • Node {{docApp.node}} / {{docApp.build}}
In This Document