Composing a New Email

To compose an email:

1. Click the New Mail button in the top-left corner of the app menu bar. 
2. Fill in the required email fields, such as To, CC, BCC, and Subject.
3. Draft the email body, then use the rich text formatting options in the Mail Composer to format it.
4. Click Send. 

Notes:

• @mentioning a contact in the email body will automatically populate the entry in the To field.  
• All of your drafts are auto-saved. To save the changes manually, you can use the "Save as Draft" option.
  
• All your emails are saved automatically as drafts when you close the Mail Composer.
• You can use the Discard Draft option to delete the email you've composed. This action is not reversible. The discarded draft will not be found in the Trash folder and will be deleted permanently.
  

Learn how to compose and send emails using Smart Assistant and the Menu Bar App.

Formatting Email Content With Rich Text

The Mail Composer has a What You See Is What You Get editor to customize the email body. 

The following formatting options are available in the rich text mode:

Font Family
Font Size
Font Color
Background Color
Bold
Italics
Underline
Strikethrough
Alignment Options
Bullet List
Numbered List
Line Height
Indentation
Writing Direction
Remove Formatting
Change Composer Themes

Additionally, the rich text editor also allows you to insert:

Adding Attachments 

You can add email attachments from your Mac system or Zoho WorkDrive.

To attach a file from your system:

1. Click the Attachment  icon in the Mail Composer.

2. Select Attach File.

3. Browse and select the file to add to the email.

4. Click Open.

To attach a file from Zoho WorkDrive:

1. Click the Attachment  icon in the Mail Composer.

2. Select Attach From WorkDrive.

3. Browse and select the file to add to the email.
   

4. Click Attach. 
   

Notes: 

1. Multiple attachments can be added to an email.
   
2. The maximum size for attachments in 40 MB.
   
3. 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.
   

Inserting Images

You can insert image files from the local device or internet. To do so:

1. Click the Insert Image  icon present in the Rich Text Editor ribbon. 
2. Select Upload from Disk to insert an image from your Mac.
   
3. Select Link from Web to insert an image from the internet. 
4. Resize the image to Small, Best Fit, Original, or Fit to Width as desired. 
5. Click on the image and select Remove to delete the image from the email body. 
   

Note: You can also copy-paste images to the Mail Composer.

Inserting Signature

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:

1. Click the Signature  icon in the Mail Composer. 
2. Select the desired signature from the listed options. 
   

Note: Click None to remove the inserted signature.

Inserting Templates

To insert an email template you've created: 

1. Click the Insert Template  icon. 
2. Select the desired template from the listed options. 
   

Learn how to create and manage templates.

Setting Email Priority

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: 

1. Click the More Options icon. 
   
2. Select Set Priority from the menu list.
   
3. Choose between High, Medium, and Low.
   

Notes: 

• High priority emails are annotated with a red exclamatory mark    
• Low priority emails are annotated with a blue exclamatory mark   
• Medium priority emails are not annotated. 
• The priority annotations appear beside the Sender's Name of the recipient's incoming email.
  

Setting Reminder

You can set reminders for emails for yourself and for your email recipients. To do so:

1. Click the Reminder  icon in the Mail Composer.
2. In the pop-over, select whether you want to be reminded At a Specific Time, If Nobody Replies by, or On Every Reply. 
3. Pick the date and time. 
4. Choose to receive the reminder either via Notification or Email.
5. Check the Remind Recipients Also option to send the reminder to the email recipients. 
6. Click Set Reminder.  
   

Notes:

• Emails for which you've set reminders will have a bookmark indication. 
• When you set the reminder mode as Notification, you'll receive the reminder notification through Streams and Sticky Notifications. 
  

Notes:

• The recipient can access the contents of the email only after authenticating their login credentials. 

• 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.
  

Requesting Read Receipts

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.

Switching “From” Addresses    

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:

1. Open the Mail Composer by clicking New Mail or replying to an existing email.

2. Click the current email address in the From field to open the drop-down menu listing all of your logged-in email accounts.

3. Select the email address you want to send the email from.
   

4. 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.
  

Scheduling Emails to Send Later

The Send Later option enables you to schedule your email to be sent at a later time. To do so:

1. Click the Send Later  icon in the Mail Composer. 
2. Pick the desired time and date. 
3. Click Schedule and Send. 
   

Notes: 

• By default, Tomorrow Morning schedules the email to the next day at 8:00 AM, and Tomorrow Afternoon schedules the email to the next day at 3:00 PM.
• The scheduled email will be queued in the Outbox Folder and can be edited or stopped at any time until it's sent. 
  

Sending Recurring Emails

You can schedule recurring emails that are regularly sent at a pre-defined interval. To do so:

1. Click the Send Later  icon in the Mail Composer. 
2. Toggle to the Recurring tab. 
3. Set the recurrence pattern. 
4. Click Schedule and Send. 

Note: You can edit the recurring email anytime but the recurrence pattern must be set again. 

Recalling Sent Emails

To recall an email from the email list:

1. Navigate to the Sent folder.
2. Hover over the email you want to recall and click the Mail Delivery Status icon.
3. In the pop-up that appears, click Recall Email. 
4. Select Recall in the alert dialog box. 
   

To recall an email from the email detail view:

1. Click the More Options  icon at the top-right corner of the email detail view.
2. Select Recall Email from the menu list. 

Notes:

• Recalling will only delete the sent email from the recipient's Inbox only if they have not deleted or shared the email. 
• The recipients will be notified of the recall attempt.
• You cannot recall emails if the recipients are not from your organization and if the emails were sent through POP/IMAP accounts.