Create and Send New Emails

  1. Click the + (Create New) button and choose Create Email.
    A popup window appears.

  2. Choose the address you want to use as a sender. By default the system enters the last option used in the From field.
    If administrators have defined templates for the queue, they are available in the Reply Template list. If the queue has a specific reply template defined, it's automatically selected for the Reply Template field. If you don't want to use a template, choose (None).
    You can also add the recipient address to the To field but you can do it when the email is in editing mode.
  3. Click OK.
    The editing view appears. If you close the email draft without saving, the system asks if you want to keep the draft. Choosing No will delete the email draft.
  4. Enter recipients addresses. To add the Cc and Bcc fields, click the corresponding button.
  5. Enter the email body text and possible graphics.
    Email body text maximum size is 2 MB. Warning message will be shown when body content size is close or above 2 MB.

    • You can drag and drop or copy and paste graphics. To copy and paste, use either the context menu or shortcut buttons, such as ctrl+c and ctrl+v in Windows, or command+c and command+v in MacOS.

      The added graphics also appear as attachments. If you remove the attachment, the corresponding graphics is removed as well, and if you remove the graphics, the attachment is removed as well.

    • Also emojis are supported. Use them from Communication Panel toolbar or from your workstation:

      • In Windows, click the Windows and . (period) button to open the emoji selection.
      • In MacOS, use the keyboard shortcut Command - Control - Spacebar.
  6. To use a reply template, choose the Reply Template button. For more information about reply templates, see Reply Templates.
  7. To attach optional attachments, choose the Add Attachment button, browse the file and choose OK.
  8. Choose one of the options:

    • Save saves the changes you made and adds it to your pending conversations list.

    • Send sends it to the specified recipients.

    • Close provides options Yes to set the draft as pending, No to delete the draft or Cancel to continue working on the draft.

  9. To close the view, click Close.