Available with the Productivity Bundle, Growth and Pro plans. See Estateably Pricing for more details.

Send an email from Tasks

Go to the Tasks section in your file.
Open the task that has a form assigned, click View Details, then select the Forms tab.
Click Email at the bottom of the screen, next to Generate. The document generates automatically and an email window opens with the document attached.
Modify any email fields as needed, then click Send. An "Email sent" confirmation appears in the bottom right.
To cancel, click Cancel to close the email modal.

Send an email from Contacts

Go to the Contacts section.
Confirm the contact has a valid email address.
Click the three-dot menu (…) next to the contact you want to email and select Email.
An email window opens with pre-filled To, CC, BCC, Subject, and Body fields — modify any as needed.
Drop any file you want to attach into the attachment box.
Click Send. An "Email sent" confirmation appears in the bottom right.

Send an email from Forms & Letters

Go to the Forms & Letters section.
Locate the letter you want to send and generate it.
Click Email at the bottom of the screen, next to Generate. The document generates and an email window opens.
Modify the fields as needed, then click Send.

Send an email from Documents

Go to the Documents section in your file.
Click the three-dot menu to the right of the document and select Email.
An email window opens with pre-filled fields — modify any as needed.
Attach the file and click Send.

View email activity logs

Go to the Overview page of the file.
In the Notes section, use the filter to select Email.

All email-related activities appear, including sender, recipient, and attachments.

Set up your default email signature

Go to your user profile.
Under Email Communication, enter your signature in the provided field.
Click Save. The signature automatically populates in every email you send.

Note: Changes made to your signature in your profile apply to future emails. Edits made directly in an email body are not saved to your profile. Only one file can be attached per email at this time.

Conclusion

You can now send emails directly from Tasks, Contacts, Forms & Letters, and Documents. If you have questions, see the FAQs - Sending emails in Estateably or contact [email protected].