Email Template Preview and CC Addition on Document Emails

What’s New

Email Template Preview: Easily preview and customize your email templates before sending.

CC on Document Emails: Add CC recipients when completing and sending documents for better collaboration. Global CC settings will be applicable to:

1. Templates
2. Individual documents
3. Public documents

How to Use

Preview & Edit Email Templates:

• Navigate to Docs → Settings → Preview.
• Edit templates as needed.

Alternatively, edit the email template on the fly when sending a specific document:

• Go to the desired document.
• Click Send via Email.
• Modify the email template directly.

Add CC Users:

Global CC Settings:

• Go to Settings → Customer Notifications → CC Settings.
• Add desired CC users.

Per-Document CC:

• Open the specific document.
• Click Send via Email.
• Add CC users during the sending process.

Why?

Enhanced Customization: Tailor your communication by editing email templates to match your Connectly brand and message.

Improved Collaboration: Easily include additional stakeholders by CC’ing them on document emails, ensuring everyone stays informed with Connectly.