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Email composer

Use the email composer to create, reply to, or forward email messages. You can use the email editor along with templates and snippets to format your outgoing content.

Email composer

Composer options

  • From: If you have access to one shared mailbox, this address is fixed. If you have access to multiple mailboxes, select the preferred mailbox from the list.
  • To: Type in the Add recipient field to search for recipients. The system displays matching co-workers and contacts as you type.
  • Cc and Bcc: Select these buttons to show additional fields for carbon copying (Cc) or blind carbon copying (Bcc) contacts and co-workers.
  • Attach Files: Drag and drop files into the composer or select the option to browse your device for attachments.
  • Template: Select this option to use a predefined email template.
  • Priority: Select the exclamation mark icon to set the email priority to High, Medium, or Low.
  • Subject: Enter the text you want to appear in the subject line.
  • Body: Use the toolbar to format text, add images, or insert links. You can also preview the email before you send it.

To send your message, select Send. To exit without saving, select Discard.

Use templates

Templates allow you to reuse common email content. You can create personal templates or share them with specific groups to maintain consistent messaging.

Template button

Tip

In the template menu, a checkmark (√) indicates which template loads automatically when you open the composer. To start with a blank email, select the area next to the No Template option.

Create a template

Follow these steps to build a new template for yourself or your team.

Before you begin Ensure you are in the email composer and have decided whether the template is for personal use or for a specific group.

Steps

  1. Select Template and then select Manage Templates.
  2. Enter a name for the template that makes it easy to identify in a list.
  3. Select the Add To option. Choose Personal Templates for private use or select Groups to share it with a specific team.
  4. Enter the text for the Subject line.
  5. Use the email editor to write the content in the Body section.
  6. Select Insert Params to add variables for the sender. These variables (such as first name or job title) automatically update based on the details of the person sending the email.
  7. Select Create.

Expected result The new template appears in your template list and is ready for use.

Use snippets

Snippets are short pieces of predefined content that you can insert into an email while you are writing.

Create a snippet

Before you begin Identify the text or content you frequently reuse in emails.

Manage snippets

Steps

  1. Select Snippets, select Manage Snippets, and then select Add New.
  2. Enter a name for the snippet.
  3. Select the Add To option. Choose Personal Snippets for private use or select Groups to share it with a team.
  4. Use the editor to enter the content for the snippet.
  5. Select Insert Params to add sender variables. If a group member uses the snippet, variables like name and job title will resolve to their specific details.
  6. Select Create.

Expected result The snippet is saved and available in the Snippets menu.

Insert a snippet into an email

To use a snippet, select it from the list of available snippets. The system inserts the content at your current cursor position and integrates it with your existing text.

Manage existing snippets

To view your snippets, select Snippet and then Manage Snippets. From this list, you can select an existing snippet to edit its content, save changes, or delete it.

Use plug-ins

Timesheet Manager

If you have the Timesheet Manager configured, a clock icon appears in the composer. This tool automatically records the time you spend writing the email.

Timesheet Manager timer

  • Automatic recording: The system records the time in the Timesheet Manager app once you send the email.
  • Manual adjustments: You can pause the timer and enter a specific time manually.
  • Categories: The system sets a default category for the time spent. To change this, select a different category and sub-category from the dropdown list.
  • Version {{docApp.book.version}}
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