This article will cover how to send email notifications to members of your staff and clients, as well as troubleshooting for you encounter a hurdle.

Remember: For confidentiality and security, Jetpack Workflow does not store the content of your email - you will only be able to view the timestamp and a simple subject line. If you've connected the integration with Microsoft Outlook or Google's Gmail (available under Settings), then a copy of your email will be available under your Sent folder.

To send an email notification to a staff member, follow these steps.

    a. From the Jobs tab, click on the name of the job to view the job's profile
    b. In the notes section on the right hand side of the job, type the @ symbol followed         by a coworker’s name to begin composing a note to them

    c. Click Leave note to generate an email to be sent to your coworker
    d. Your coworker can reply directly to that email and their message would also                 show up in the notes section

To send an email to a client from a job profile, follow these steps.

    a. From the Jobs tab, click on the name of the job to view the job's profile
    b. From inside the job's profile, click on Email client in the top right hand corner.

    c. In the pop-up window, you can compose your email by typing it out or selecting an existing email template and click Send Email

d. The notes section will now show you that an email was sent along with a                       timestamp and the subject of the email sent. 

To send a client email from a client's profile follow these steps.

    a. From the Clients tab, click on any client to view that client profile
    b. Click on the Email subtab to compose and send an email to your client

c. Once your email has been sent, click on the Activity subtab to see that an email           was sent along with a timestamp and the subject of the email sent. 

If you encounter an issue with sending emails, make sure to first disconnect, then reconnect your email provider from Jetpack Workflow. This will fix the majority of issues that can rarely happen. To do this, follow these steps: