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Reading & Replying to Emails

Access your email directly within Shorebird OS to stay in context while working.

Viewing Emails​

Email Tab​

  1. Click Email in the sidebar
  2. View your synced inbox
  3. Click any email to read

On Client Records​

  1. Open a client
  2. Go to Emails tab
  3. See emails with this client

Reading an Email​

Click an email to open:

  • Full email content
  • Attachments
  • Thread history
  • Sender information

Replying​

Quick Reply​

  1. Open the email
  2. Click Reply
  3. Compose your response
  4. Click Send

Reply All​

  1. Click Reply All
  2. Compose response
  3. Send to all recipients

Forward​

  1. Click Forward
  2. Add recipients
  3. Add your message
  4. Send

Composing New Email​

  1. Click + Compose in Email view
  2. Add recipients
  3. Write subject and body
  4. Attach files if needed
  5. Click Send

Email Features​

  • Rich text formatting
  • Attachments
  • Templates
  • Scheduled send
  • Read receipts