Working with email

Included with Professional and Enterprise

VOW does not receive email. Replies go to your company's mail server, or to the reply-to address you choose.

From a record to the client's inbox

1. Open the composer. On a job, click Actions and then Send email. On a quote, click Send to client and then Send email. On a contact, click the envelope beside their name.
2. Address it. Open Recipient(s) and pick from the people on the record, or add someone else.
3. Write it, or use a template. Type the subject and the message, or click Select template to fill the subject, body and recipients from your company's template, with the record's details dropped in.
4. Attach what the client needs. Tick the report, an invoice or a file under Email attachments.
5. Click Send. The email goes out through your company's email integration and is added to the record's event log.

From a job to the client's inbox in one take

Before you start

• An administrator must turn on your company's email integration in Set up email integration. Until then VOW cannot send email itself. The only Send email left, on a request, opens your own mail program instead.
• Your role needs Send emails from within VOW. If you do not have it, Set up users shows how an administrator gives it to you.
• Templates and sensitivity labels are Enterprise features. The lessons that use them say so at the top.

Where email opens from

Open it from	What is already filled in
Actions and then Send email on a job	The subject, unless you choose Blank email when VOW offers templates. No recipients yet.
Send to client and then Send email on a quote	The subject, built from the property address, unless you choose Blank email when VOW offers templates. See Price and send a quote.
Send email in the header of a request, once it is accepted or rejected and before its email has gone	The request's contacts.
The Send email envelope beside a contact	That contact as the recipient.
Send invoice on a job's invoice	The billing contact, with the invoice attached.

Each one opens the same composer, and the sent email is kept on the record's event log.

Who is offered as a recipient

The Recipient(s) list offers these people from the record.

• The record's contacts that have an email address, such as the client and their solicitor.
• The people in your company who are on the record, such as the valuer, the assignee, the additional valuers and the signatories. Each is labelled with their role.
• You, labelled Me.
• Your company contacts.

Add anyone else with the Add recipient from contacts button, by searching your contacts or typing a name and address.

What VOW sends on its own

• When a valuer is newly put on a job or a quote, VOW emails them the reference, the address and a link, if your company has turned those notifications on in Set up email integration.
• When a client submits a work request through your website, VOW sends them the confirmation your company chose.
• Password resets and new user invitations come from VOW itself.

None of these need the email integration, and none of them appear in the composer. See Automatic emails for the full list.

The lessons in order

Each lesson starts where the previous one finished.

1. Send an email from a job
2. Email a contact
3. Attach files to an email
4. Use an email template
5. Apply a sensitivity label
6. Find an email you sent

For every field and button in the composer, see the Email composer reference.