Difference between revisions of "Email Composer"
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:* [[Email Viewer]] | :* [[Email Viewer]] | ||
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| + | |||
| + | ==Email Content== | ||
| + | [[File:Email_Composer.png|400px|right]] | ||
| + | |||
| + | When sending an email from the mailbox view there are a number of options available to you: | ||
| + | |||
| + | * '''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 the email you are sending will be sent from | ||
| + | * '''To''' - Use the search field to add one or more co-workers and contacts | ||
| + | * '''Cc & Bcc''' - Use these buttons to show additional fields to carbon copy or blind carbon copy other contacts and co-workers | ||
| + | * '''Attach''' - Use this option to drag and drop, or explore to add attachments to the email | ||
| + | * '''Priority''' - Use the explantation mark to set the emails priority as High, Medium or Low | ||
| + | * '''Subject''' - Specify the text which will appear in the subject line of the outbound email | ||
| + | * '''Body''' - Use the toolbar options to format the content of the email, add images, links and preview how the email will appear before it is sent. | ||
| + | |||
| + | When happy use the '''Send''' option to send the email, or close to close the composer and not send the email | ||
| + | |||
| + | ==Templates== | ||
| + | |||
| + | It can be useful to pre-define email template content which you regularly use, or you want to share with members of your groups so that consistent messaging is communicated. To help achieve this, you can create and use both personal email templates and those which you can share with groups which you are a member of, so other members have access to them. | ||
| + | |||
| + | ===Creating an Email Template=== | ||
| + | |||
| + | Click on the '''Template''' option and choose '''Manage Templates, and '''Add New'''. | ||
| + | * Give the Template a display name | ||
| + | * From the '''Add to''' option choose if the template will only be available to you by choosing '''Personal Templates''' or Choose one of your groups which the template will be available to by choosing '''Groups''' and selecting the group | ||
| + | * '''Subject''' - Set the subject text which will be used when this template is used. | ||
| + | * '''Body''' - Use the email editor to set the body of the email will be be used when this template is used | ||
| + | * '''Insert Params''' - Use this option to add the variables of the '''User''' who the email will be sent from. So if a template is shared with a group, and a member of the group uses the template, then the firstname, surname, job title etc variables will resolve to their details. | ||
| + | |||
| + | Click '''Save''' to make the template available | ||
| + | |||
| + | ===Using Template=== | ||
| + | |||
| + | * Select which if any email template to use from the list of available templates. | ||
| + | * Select '''No Template''' to clear down any existing template content | ||
| + | |||
| + | ===Manage Templates=== | ||
| + | |||
| + | Click on '''Template''' and '''Manage Templates''' to see a list of the templates you have created. Open an existing template to edit and dave changes or to delete it if it is no longer required. | ||
| + | |||
| + | |||
| + | |||
| + | ==Snippets== | ||
| + | |||
| + | ==Plugins== | ||
| + | |||
| + | if you have timesheet manager configured, you will see a clock auto recording the time spent on composing the email. On sending the email the time will be recorded against you in the Timesheet Manager App. | ||
| + | * Manually set the time spent, by pausing the timer and entering the time spent | ||
| + | * By default a category for the time spent will may be set, but if you wish to change this, select a category and sub-category from the drop down list. | ||
[[Category:Collaboration]] | [[Category:Collaboration]] | ||
Revision as of 06:56, 27 July 2017
IntroductionCreate, reply or forward new email messages |
Related Articles |
Email Content
When sending an email from the mailbox view there are a number of options available to you:
- 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 the email you are sending will be sent from
- To - Use the search field to add one or more co-workers and contacts
- Cc & Bcc - Use these buttons to show additional fields to carbon copy or blind carbon copy other contacts and co-workers
- Attach - Use this option to drag and drop, or explore to add attachments to the email
- Priority - Use the explantation mark to set the emails priority as High, Medium or Low
- Subject - Specify the text which will appear in the subject line of the outbound email
- Body - Use the toolbar options to format the content of the email, add images, links and preview how the email will appear before it is sent.
When happy use the Send option to send the email, or close to close the composer and not send the email
Templates
It can be useful to pre-define email template content which you regularly use, or you want to share with members of your groups so that consistent messaging is communicated. To help achieve this, you can create and use both personal email templates and those which you can share with groups which you are a member of, so other members have access to them.
Creating an Email Template
Click on the Template option and choose Manage Templates, and Add New.
- Give the Template a display name
- From the Add to option choose if the template will only be available to you by choosing Personal Templates or Choose one of your groups which the template will be available to by choosing Groups and selecting the group
- Subject - Set the subject text which will be used when this template is used.
- Body - Use the email editor to set the body of the email will be be used when this template is used
- Insert Params - Use this option to add the variables of the User who the email will be sent from. So if a template is shared with a group, and a member of the group uses the template, then the firstname, surname, job title etc variables will resolve to their details.
Click Save to make the template available
Using Template
- Select which if any email template to use from the list of available templates.
- Select No Template to clear down any existing template content
Manage Templates
Click on Template and Manage Templates to see a list of the templates you have created. Open an existing template to edit and dave changes or to delete it if it is no longer required.
Snippets
Plugins
if you have timesheet manager configured, you will see a clock auto recording the time spent on composing the email. On sending the email the time will be recorded against you in the Timesheet Manager App.
- Manually set the time spent, by pausing the timer and entering the time spent
- By default a category for the time spent will may be set, but if you wish to change this, select a category and sub-category from the drop down list.