Where can I find the email feature?
Where can I find the email feature?
The email feature is available in four separate sections of the Estateably app: Tasks, Contacts, Forms & Letters, and Documents.
Who can I send emails to?
Who can I send emails to?
You can send emails to anyone with a valid email address.
How do I send an email?
How do I send an email?
In Tasks: After selecting the task, head over to the “Forms” tab within the task and find the “Email” button at the bottom of the page, next to “Generate”.
In Contacts: Click on the three-dot menu on the far-right hand side of the contact you wish to email, then select the "Email" button.
In Forms & Letters: Select the form you wish to email, and at the bottom of the screen, you can select the "Email" button to trigger the feature.
In Documents: Click on the three dots on the right side of the document, then select "Email."
Are there logs of emails being sent?
Are there logs of emails being sent?
On the Overview page, near the Notes section, you can filter by "Email" to view a log of sent emails. This log includes details on who sent the email, who it was sent to, and any attachments included.
Can I attach documents when sending an email?
Can I attach documents when sending an email?
Yes, you can attach files to emails sent through the platform. However, there is a size limit of 25 MB for attachments.
Can I send an email to multiple recipients at once?
Can I send an email to multiple recipients at once?
Yes, you can enter multiple email addresses in the "To" field, separated by commas, to send an email to multiple recipients.
Can I customize the subject line and body of the email?
Can I customize the subject line and body of the email?
Yes, you can fully customize both the subject line and the body of the email before sending it.
Will the recipient be able to reply to the email?
Will the recipient be able to reply to the email?
Yes, recipients can reply directly to the email, and their responses will be delivered to the sender’s email address however, it will not be tracked within the app at this time.
How will I know if my email was successfully sent?
How will I know if my email was successfully sent?
After sending an email, a confirmation message will appear at the bottom right of the screen. Additionally, you can check the Sent folder in your personal account.
Can I save a draft of an email?
Can I save a draft of an email?
Currently, the platform does not support saving drafts. It is recommended to complete your email in one session.
What happens if an email fails to send?
What happens if an email fails to send?
If an email fails to send, you will receive an error message. You can check your internet connection and try again. The email log will not show failed emails.
Can I format the text in the email body?
Can I format the text in the email body?
Yes, you can use basic text formatting options like bold, italics, and bullet points in the email body.
Can I use email templates?
Can I use email templates?
Currently, Estateably does not support email templates. However, you can manually create and reuse content for similar emails.
Will attachments be automatically saved in the document section?
Will attachments be automatically saved in the document section?
Yes, attachments sent via email are automatically saved in the document section.
Can I schedule emails to be sent later?
Can I schedule emails to be sent later?
Currently, the platform does not support scheduling emails for future delivery. All emails are sent immediately after you click Send.