How to use Send email from a record
Send a one-off email from a record.
- Open the record. Person, Organisation, Placement, Order, or Incident edit page. Click Send email in the header.
Send email action on the record header email-composer_action.png - (Optional) Pick a template. If applicable templates exist, a "Use template" dropdown sits at the top of the form. Picking one fills the subject + body; you can still edit either field before sending.
- Confirm or adjust the To address. Pre-filled from the record. Add CC / BCC as comma-separated addresses if needed.
- Write the body in the rich-text editor. Bold / italic / lists / links / blockquote / undo + redo all work. Tick Preview HTML source to see the raw markup — useful if you're pasting in pre-formatted HTML or debugging template output.
Composer modal — template picker, body, attachments email-composer_modal.png
Preview HTML source toggle email-composer_preview.png - Attach files from any combination of three sources:
- Attach files already on this record — checkbox list of every file already on the record's Files tab. Up to 50 most recent.
- Attach from Standard Documents — pre-approved library files scoped to your groups + the record's entity type. See Standard Documents.
- Upload new attachments — fresh uploads. Each one lands on the record's Files tab AND attaches to this email.
Three attachment sources — upload / record files / standard library email-composer_attachments.png - Send. The email goes out from your own address; a comm_log row stamps the recipient, the template used (if any), the attached file_ids, and the source ("email_addon"). Failed sends pop a red notification with the error.
email-composer_2.png