In this article, we'll see how you can compose and send richly formatted emails.
To compose an email:
Notes:
The Mail Composer has a What You See Is What You Get editor to customize the email body. The in-built Spell-Checker helps verify outgoing emails for correct spelling and grammar. You can enable it by checking the Spell Checker option in the rich text editor.
The following formatting options are available in the rich text mode:
Additionally, the rich text editor also allows you to insert:
You can add email attachments from your Mac system or Zoho WorkDrive.
To attach a file from your system:
Click the Attachment icon in the Mail Composer.
Select Attach File.
Browse and select the file to add to the email.
Click Open.
To attach a file from Zoho WorkDrive:
Click the Attachment icon in the Mail Composer.
Select Attach From WorkDrive.
Browse and select the file to add to the email.
Click Attach.
Notes:
Multiple attachments can be added to an email.
The maximum size for attachments is 40 MB.
With Smart Flow, you can also drag and drop files from your Cliq chats or WorkDrive widget to add them as attachments to the Mail Composer.
You can insert image files from the local device or internet. To do so:
You can create multiple email signatures and customize them according to your email address or email alias. In Trident, the default signature will appear in the editor whenever the Mail Composer is invoked. To switch between other signatures:
To insert an email template you've created:
While crafting your email, you can set its priority to High/Medium/Low. This will help the recipient prioritize those emails that need to be attended to immediately. To set email priority:
Notes:
You can set reminders for emails for yourself and for your email recipients. To do so:
You can secure your email with the SecurePass feature. This will ensure that the recipient of this email cannot forward, copy, print, or download the email.
To secure your email:
Click the Secure email icon in the Mail Composer.
Choose the email expiry date from the drop-down or select a custom date.
Click Apply.
To remove the SecurePass, click Delete.
Notes:
The email content will be protected with a passcode when sent.
The recipient can access the content in the email by entering the verification passcode sent to their email address and clicking the link.
To view a secured email:
Click open the email.
Click View the email in the email detail view. You'll be redirected to the web browser.
In the dialog box that appears there, click Send SecurePass code.
Enter the one-time password sent to your email address.
Check the Remember me checkbox to keep the link accessible for 5 minutes even after refreshing the page.
Click Verify.
SecurePass emails will be denoted with a Lock icon beside the email.
If you refresh the secured email after 5 minutes, a new passcode must be generated to access the email.
If Smart Filters are enabled, the email with the SecurePass code email will be sent to your Notifications folder.
You can modify the expiration date of a sent SecurePass email or revoke access to it.
To modify a SecurePass email expiration date:
Navigate to the Sent folder.
Click the email you want to modify the SecurePass date for.
Click Modify.
Choose the email expiration date from the drop-down or select a custom date.
Click Apply.
To revoke access to the SecurePass email:
Click Revoke in the email detail view.
In the dialogue box that appears, click Revoke Access.
Note: Upon revoking access, recipients will no longer be able to view this secure email. The recipients will get the "Access Revoked" alert when they try to access the link.
To extend the access to view the secure email:
Navigate to the Sent folder.
Click open the email you want to extend the view access for.
Click Modify in the email detail view.
Choose the email expiration date from the drop-down or select a custom date.
Click Apply.
You can ask for a read receipt while sending emails that require the recipient to acknowledge that they have read the email. You can do this by clicking the More Options icon in the Mail Composer and selecting Ask Receipt.
Click your profile image in the top-right corner of the app.
Select Settings from the drop-down menu.
Select Mail.
Go to the Mail Composer section.
Toggle on the Ask Receipts option.
When other people send you emails, and they request a read receipt, you can choose to customize the setting to either always send it automatically, never send it, or ask you first each time to send it. To customize the read receipt setting:
Click your profile image in the top-right corner of the app.
Select Settings from the drop-down menu.
Select Mail.
Scroll down to the Send Read Receipts section.
Choose between Always, Never, and Ask Me.
Always | Automatically sends the read receipt. |
Never | Doesn't send the read receipt even if the sender has requested it. |
Ask Me | A consent pop-up will appear asking whether you want to send the read receipt each time you receive an email in which the sender has requested the read receipt. |
When you’re logged into multiple email accounts, you can switch the “From” address while replying to or composing a new email. This allows you to send emails from the appropriate account without logging out and back in.
To switch between “From” addresses:
Open the Mail Composer by clicking New Mail or replying to an existing email.
Click the current email address in the From field to open the drop-down menu listing all of your logged-in email accounts.
Select the email address you want to send the email from.
Draft the email body and click Send.
Notes:
By default, the selected email account in the folder pane will be listed in the “From” field of the Mail Composer.
When switching the “From” address, some aspects, such as huge attachments, SecurePass, and so on, will be impacted. Click here to learn more.
The Send Later option enables you to schedule your email to be sent at a later time. To do so:
Notes:
You can schedule recurring emails that are regularly sent at a pre-defined interval. To do so:
To recall an email from the email list:
Alternatively, you can also:
To recall an email from the email detail view:
Alternatively, you can also:
Notes:
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