Emails are a key part to any transaction so knowing how to compose one is important. Below, you will learn how this is done in Open To Close.
If you already know how to compose an email and just need to learn how to schedule an email, jump to Step 10.
Send an Email
Step 1:
Go to your navigation menu on the left side, and click on the envelope icon to go to your Inbox.
Step 2:
Click the Compose button to open a blank email.
Pro Tip: If you don't want to go to the Email Inbox each time you need to compose an email, you can click on the four stacked discs next to any property address or on any envelope you see. These both allow you to compose emails tied to the specific property you are on. |
Step 3:
The first option you will need to review is the Choose From Email Address. If you have more than one email address, you can select which one you want the email to be from.
Step 4:
Type the receiver's email address in to the TO box. You can add Cc and Bcc to the email as well.
Step 5:
Add a subject line with a brief summary of the email.
Step 6:
Type your email content into the message block. You can use any of the following editing tools when composing the email.
Edit - Undo, Cut, Copy, Paste, and Select All
View - < > Source Code and Visual Aids
Insert - Image, Link, Table, and Emoticons
Format - It’s a variety of email formats such as Bold, Italic, Fonts, Alignment, Text Color, etc.
Tools - < > Source Code
Table - Table, Cell, Row, and Column
Smart Block Text can be used by highlighting the smart block merge field and clicking the SB button which opens a side panel to show you the smart block contents
Resize - You can resize your message block at the bottom right corner.
Please Note:
If you are using software or a browser extension for grammar and spelling such as Grammarly, the in-system spell checker will not work. You can disable the software or extension if you would rather use the in-system spell checker.
Step 7:
Choose an Email Signature or add a new one by clicking the Edit Signature button.
Step 8:
Attach one of the documents from your File Storage and click Add (this is optional).
Step 9:
The document(s) can also be uploaded from your computer by clicking the Upload Files button or by dragging and dropping the file(s) into that space.
Step 10:
You can schedule the email to be sent at a later time by checking the box next to Schedule Message. Two additional options will appear where you can select the date and time the email will be sent.
Step 11:
In case you started the email but can't finish it in one session, you can save the email as a draft.
If you need to delete the email, you can click on Delete to remove it. This action cannot be undone.
Step 12:
Once everything is in place, click on Send. If you scheduled the email, it will show Schedule Email rather than Send.
