FAQs for the Integrated Email Feature in Estateably

1. Where can I find the email feature?

The email feature is available in three separate sections of the Estateably app: Contacts, Forms & Letters, and Documents.

2. Who can I send emails to?

You can send emails to anyone with a valid email address.

3. How do I send an email?

• 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."

4. Are there logs of emails being sent?

Yes! 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.

5. Can I attach documents when sending an email?

Yes, you can attach one document when sending an email.

6. Is there a limit to how many attachments I can send?

There is a current limit of one document per email, up to 10MB.

7. 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.

8. 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.

9. 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.

10. How will I know if my email was successfully sent?

After sending an email, a confirmation message will appear on the bottom right corner of your screen. Additionally, you can check the email log in the Overview page to verify that the email was sent.

11. 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.

12. 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.

13. 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.

14. Can I use email templates?

Currently, Estateably does not support email templates. However, you can manually create and reuse content for similar emails.

15. Will attachments be automatically saved in the document section?

Yes, attachments sent via email are automatically saved in the document section.

16. Can I add my signature to an email?

Yes, you can easily set up your own default signature directly from your user profile.