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DocsWriting & Sending Emails
Compose emails with templates, signatures, and rich text
Click the Compose button in the top-left corner of the inbox to open the email editor. You can also compose an email directly from a company, person, or opportunity detail page by clicking the email icon in the action bar. When composing from a record, the recipient is automatically pre-filled with the contact's email address.
Starting a new email, or a reply or forward from the message list, opens the same compose window. That covers Compose or the C key, a reply or forward from the message list (right-click a row, or, with no email open, press R, A or F on the highlighted row), Send mail on a sender's card, a saved draft reopened from Drafts, Send email on a contact, and Use in a new email on a template. On a wide screen the window sits at the bottom right and the inbox stays usable behind it: the message you have open stays open, and you can scroll the list and read other mail while you write. On a phone or a narrow window it opens full screen.
On a wide screen, Full screen in the window's title bar (or a double-click on the title) turns the window into a large one in the middle of the screen, with the rest of the app dimmed behind it. What you have written stays exactly as it was, and the Tab key stays inside the window. To go back, press Esc, click Exit full screen, or click the dimmed area: the window returns to the bottom right, and a second Esc closes it. Full screen is remembered. Once you use it, every new compose window opens full screen until you leave full screen again. Opening another compose window while one is full screen returns the first one to the bottom right.
A reply or forward started from the list quotes the original message, and a reply stays in the original conversation. Pressing F while a message is open forwards that message. A reply draft you reopen from Drafts still sends as part of its conversation.
| Field | Description | Type |
|---|---|---|
| To* | The primary recipient email address. Start typing a name or email to search your contacts, or enter any email address manually. | |
| CC | Carbon copy recipients who will receive a copy of the email. All recipients can see CC addresses. | |
| BCC | Blind carbon copy recipients. Other recipients cannot see BCC addresses. | |
| Subject* | The email subject line. Keep it concise and descriptive. | text |
| Body* | The main content of the email. Supports rich text formatting. | rich text |
The CC and BCC fields are hidden by default to keep the form clean. Click Add Cc or Bcc next to the To field to reveal them.
Every place you write a message in Laureo uses the same editor: the full compose window, the reply that opens inside a thread, the template editor, and the campaign and outreach editors. The formatting bar is one row, always. It never stacks into a second row on a narrow window; instead the groups that do not fit collapse into a More formatting button at the end of the row, and how many stay visible is measured from the width the editor actually has. The signature editor is the one exception: it shows your signature the way the people you email will see it, with a short toolbar of its own. See The signature editor.
Formatting Options
- Text: Bold, Italic, Underline, Strikethrough.
- Lists: Bullet list and Numbered list.
- Insert (+): the one button that stays on the row at every width. It opens a menu with a booking link first, then quotes, invoices, a pay now link, deals, contacts, meeting notes, templates, knowledge articles, snippets and signatures, each behind its name, and a Table row last (see Tables). See Insert CRM blocks.
- Insert: Link and Insert image. Both take a web address you type or paste. There is no file picker for an inline image.
- Alignment: Align left, Align center, Align right.
- Text style: the font (Sans Serif, Serif, Fixed width) and the size (Small, Normal, Large, Huge) of the text you select. Each choice in the menu shows itself in that font or size, and Normal puts the size back to the standard one. It is on the compose window, the reply in a thread, templates, bulk email and campaigns, and not on an outreach sequence step, where simple formatting helps a cold email land, or in the signature editor.
- Blocks: Quote and Inline code.
- Headings: Heading 1, Heading 2, Heading 3.
- History: Undo and Redo.
Message text is written in a plain sans-serif font like the one most mail apps use, at a compact size on a computer and a larger one on a phone. Every email editor types the same way. Enter starts a new line in the same paragraph, the way mail apps do, and pressing Enter on a blank line starts a new paragraph, so a blank line is the space between paragraphs. Shift+Enter starts a new paragraph straight away. In a list, Enter adds the next item and Shift+Enter adds a line inside the item. Text you paste keeps its lines the same way: lines stay together in one paragraph and a blank line starts the next.
A table you paste from a spreadsheet or from another email stays a table you can edit. Its borders, colors, spacing, the column widths set on its cells and every line inside a cell are kept, and the person you send it to sees the same table. This works in the compose window, the reply inside a thread, templates, bulk email, and the campaign, campaign version and follow-up editors.
To start a new one, open the + Insert menu and choose Table, its last row. It adds a table of two columns and three rows with thin borders and puts your cursor in the first cell.
While your cursor is in a table, a small Table options button appears at the table's top right corner. It offers Insert row above, Insert row below, Insert column left, Insert column right, Delete row, Delete column and Delete table. A new row or column takes the look of the cells next to it, so a bordered grid stays bordered, and Delete row and Delete column are not offered when they would empty the table. From the keyboard, the Insert menu's last row reads Table options while your cursor is in a table and opens the same list.
Designed emails often use tables whose rows do not line up, such as a heading cell that spans two columns above a row of three cells. On a table like that, Table options offers Delete table only, so the layout is never guessed at.
Inside a cell, Enter starts a new line in that cell. Tab moves to the next cell and Shift+Tab to the previous one; in the last cell, Tab moves on to the next control and never adds a row. Every table change is one step, so Undo reverses it, Delete table included. Cells cannot be merged or split, and column widths are not dragged.
The paperclip is the only attachment control at rest: beside the Send button in a reply, and under the message in the compose window. Click it to pick files, or drag files anywhere onto the composer: while a drag is over the window a Drop files to attach panel appears over it, telling you the limit (up to 5 files, 10 MB each). Nothing takes up room until you actually attach something, so an empty composer has no attachment area at all.
Once a file is attached it becomes a small chip showing a file-type icon, the name and the size, with an x to remove it. From the moment you pick them, files show as a Preparing chip with a spinner while photos are made smaller, then as an Uploading chip, and anything rejected is explained on a line under the chips. Send stays off until every file you picked has finished, and so does the button that moves a reply into the full compose window, so a message never goes without a file you added.
Photos are made smaller before they upload. A JPEG, PNG or WebP image larger than 2 MB, or more than 2560 pixels on its longest side, is attached as a JPEG no more than 2560 pixels on its longest side, so a full-size photo from a phone camera fits under the 10 MB limit. Images with transparent areas and GIFs are attached as they are, and if a photo cannot be resized, the original is used and the limit still applies. HEIC photos are not accepted: nothing is uploaded, and the line under the chips says HEIC photos can't be attached here. Pick the photo from your library, or save it as a JPEG first.
When you forward a message, the files attached to it are included by default. Each one shows as a chip marked from original, in the same row as any file you attach yourself, and the line beside the paperclip counts both, for example 3 attached · 2 from original. Click the x on a chip to leave that file out of the forward; the others are still sent. Nothing is uploaded: the files are taken from the original message when the forward is sent, and a scheduled forward takes them at its send time. A forward you save as a draft keeps your choice, so reopening it from Drafts brings back the files you kept and not the ones you removed.
The files you keep and the files you attach share one limit of 25 MB per message. If they add up to more, the chip row reads Too large to forward, remove to send and Send waits until you remove enough. While the original's files are still loading, the row reads Loading original attachments… and Send waits for them. Images inside the original stay in place when you forward or reply, except in a reply or forward you schedule from a Microsoft mailbox, or a reply from a Microsoft mailbox to mail that arrived in another of your mailboxes. A reply never includes the original's files. A part attached to the original as a message or as a cloud link cannot be forwarded: its chip reads Cannot be forwarded, has no x, and the other files are still sent.
A reply or a forward always goes as one message. Send as individual emails is offered only on a new message, so everyone on a forward or a reply gets the same email, and the Cc and Bcc you add are kept.
Your default signature is added automatically when you start a new message, when you reply inside a thread, when you reply from the compose window, and when you forward a message. A reply to cold outreach sent from a cold inbox carries the plain version of the signature you mapped to that inbox instead, or none, and a draft you reopen keeps the one signature it was saved with rather than collecting a second. When you map a signature to an inbox, the signature follows the From (see below).
There is no signature dropdown in the compose form. If you keep several signatures and want a different one on this message, insert it by hand: type /signature in the body, or use the + Insert button and its Signature row. Your current default is marked (default) in that list.
Most mail apps put a line of two dashes above the signature, and so does this one. It is your own switch, not a workspace one: Email settings, under Composing, has Dashes above your signature. Leave it on to keep the separator line, or turn it off to send the signature on its own.
A designed signature, the kind built as a table with a logo and columns, is added to the message as one block: it is there the moment the message opens, a reply in the compose window puts it above the quoted original, and it is removed in one go rather than line by line. To change it for this one message only, point at it and choose Edit inline (see Editing a designed signature inside a message). To make one, paste the signature you already use into the signature editor and it keeps its layout. See The signature editor for how to add one. A plain text signature is still added as ordinary lines you can edit right here in the message.
Create and manage signatures at Settings > My preferences > Profile > Email signature. To change which one is your default, use either the Make default button there or the Default signature picker in Email settings, under Composing. See Email Signatures for the full manager.
When you have more than one inbox to send from, the From line at the top of the compose window, and at the top of a reply inside a thread, is a menu. Click it to pick another of your own inboxes. They are listed under Your inbox, and your primary one is marked Primary. With a single inbox the From line simply names it.
A reply starts from the inbox the message was sent to, and a new message starts from your primary inbox. To start every reply from your primary inbox instead, open Email settings, and under Composing set Reply from to Your primary inbox. With two inboxes connected, Primary sending inbox in the same place chooses which one that is; until you choose, it is the first one you connected.
A reply you send from a different inbox than the one that received the message still reaches the other person inside the same conversation. On your side it starts a new thread in the inbox you sent it from. A saved draft remembers the From you picked.
Your signature follows the From. If you map a signature to each inbox under Signature by inbox in Email settings, switching the From swaps the signature in the message, as long as you have not changed it. A signature you have edited stays exactly as you left it.
Replies to cold outreach have a few rules of their own, including what happens to the lead when you answer from your primary inbox. See Replying from another inbox.
Open the template picker
Select a template
Review variable substitution
{{first_name}}, {{last_name}}, {{company_name}}, and {{email}}. These are filled in based on the recipient's contact record.Customize and send
Use the AI Draft button inside the compose window to generate a first pass you can edit.
The compose window includes an AI button in the same row as Use Template. Click it to open Generate AI draft, describe what the email should say, pick a tone, and click Generate. Edits, attachments, and the final Send click always stay in your hands. The AI never sends.
- The button only lights up once the first recipient is filled in. Personalization (first name, company) comes from that contact.
- If the recipient isn't in the CRM yet, the AI uses the local-part of the email address as a fallback name.
- Uses your org's monthly AI credits (not the Emails Sent meter). Subject to the same per-feature rate limit as chat. Exceeding it returns a
Retry-Aftercountdown.
See Drafting Emails with AI for the full assistant-driven flow, including drafting from a company or person page without opening the inbox.
- Send now: click the Send button to deliver the email immediately. The email will appear in your sent folder and on the linked contact's timeline.
- Send later: open the schedule menu (the chevron beside Send, in a thread reply and in the compose window; on a phone, the clock in the row under the message) and pick Tomorrow morning, Tomorrow afternoon, Monday morning, or Pick date and time for anything else. Each preset shows the exact time it resolves to, in your own clock, and a preset that has already passed is greyed out and reads In the past rather than quietly scheduling backwards. Once a time is set, the Send button reads Schedule send, a line under it confirms Scheduled for …, and Send now instead appears in the menu to cancel the delay. Scheduled emails can still be edited or cancelled from the Scheduled tab.
- Drafts save themselves: there is no Save Draft button. As soon as there is a recipient, a subject, or a body, the message is saved a few seconds after you stop typing, and again when you close the window, change page, or close the tab, so the last thing you typed is not lost. A saved reply shows a red Draft marker on its row in the inbox, and reopening the conversation puts you back in the same text. Drafts are in your Drafts tab and can be resumed at any time. Closing a draft keeps it. Discard draft deletes it and leaves the conversation alone.
Where a draft is marked, how leaving one differs from deleting it, and drafts your assistant writes for you.
A saved reply is marked where you already look. The conversation you were writing in carries a red Draft on its row in the inbox, so you can see at a glance which threads are waiting on something you started. Open the conversation and the reply comes back with the text you left in it. Every draft is also listed in the Drafts view of your inbox.
Closing a draft keeps it. Closing the compose window, switching pages, or closing the tab all save what you have and leave it in Drafts. When you close the window with its close button or the Esc key, a Draft saved message appears with an Open button that brings the draft straight back into a window, once the save has reached the server. If it has not, because you are offline or the server did not answer, the message reads Draft not saved yet: Your latest edits are still being retried. Keep the app open until they save. Laureo keeps sending them in the background while the app stays open, when you are back online, when you return to the app and every few minutes. If the server turned the save down, the same message reads Your latest edits could not be saved. instead, and Laureo tries again only when you are back online or return to the app. Neither message has an Open button, because reopening the draft would show the older saved text. A draft too large to save says Draft too large to save instead. A new window you close before typing anything saves nothing and shows no message. Deleting a draft is a separate and deliberate action: Discard draft asks you to confirm, then deletes the draft and leaves the conversation itself alone. The confirmation toast carries an Undo, so a discard you did not mean can be put straight back. Sending clears the draft for you once the message is on its way.
Esc inside a compose window closes that window only. In full screen the first Esc returns the window to the bottom right and the next one closes it. The email you have open behind it stays open, and the inbox keyboard shortcuts do not act while you are typing in a window or using one of its menus.
Up to three compose windows can be open at once. On a wide screen, Minimize puts a window away as a small tab at the bottom right; click the tab to bring it back. If three windows are open and one of them is minimized, starting a fourth saves and closes the oldest minimized one to make room, with the same Draft saved message and its Open button, or Draft not saved yet when its last edits have not reached the server. If all three are open on screen, nothing new opens and a message reads Close a draft to open another. Reopening a draft that is already open in a window, from Drafts or from that message, brings that window forward instead of opening a second copy. When Drafts opens the draft's conversation instead, the reply box there stays empty while the window holds the draft.
Your assistant can write a reply for you. Those drafts land in Drafts with a Drafted by your assistant line under the message, followed by the short reason it wrote that reply. The conversation's row in the inbox, and the draft's row in Drafts, read Draft with the assistant's mark beside the word. Point at the mark to see Written by your assistant. Replies drafted for new email also wait in Drafted for you, under Needs your attention at the top of your inbox. Open the conversation and the draft is in the reply box, with one line above it: the reason, then Review before sending. and Discard. The assistant never sends: nothing leaves your mailbox until you click Send yourself. The moment you change an assistant draft, even by one keystroke, it becomes your own draft. The mark and the line go away, and the assistant will not rewrite it.
On a phone the compose screen keeps Send, your text, and the formatting bar in reach of the keyboard.
Send and Cancel in the Top Bar
On a phone the compose window opens full screen with one bar across the top: Cancel on the left, the title in the middle, and Send on the right. There is no footer, so the clock in the row under the message opens the schedule menu. Once you pick a send time the button reads Schedule. Cancel closes the screen and keeps your draft, the same as closing the compose window anywhere else.
The Formatting Bar Sits Above the Keyboard
The message fills the space under the address and subject fields. While you type, the formatting bar stays just above the keyboard rather than at the top of the message, and the line you are typing on stays in view as the message grows.
Discard Is Behind More Actions
The row with the paperclip and the clock also has a three-dot More actions button. Discard draft lives there, so deleting a draft is never one stray tap away. If the draft has anything in it you are asked Discard draft? first, and the same Undo follows as on a computer.
The App Steps Aside for the Keyboard
Wherever the app shows its bottom navigation bar on a touch screen, opening the keyboard hides that bar, the floating create or search button, the Ask Laureo button and the floating notification bell, so nothing covers what you are typing. They come back when the keyboard closes. This applies on every screen, not only in email.
On a tablet the compose panel keeps its footer: the discard button, Cancel and Send.