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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.
| 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 CC or BCC links next to the To field to reveal them.
Every place you write in Laureo uses the same editor: the full compose window, the reply that opens inside a thread, the signature editor, 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.
Formatting Options
- Text: Bold, Italic, Underline, Strikethrough.
- Lists: Bullet list and Numbered list.
- 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.
- Blocks: Quote and Inline code.
- Headings: Heading 1, Heading 2, Heading 3.
- History: Undo and Redo.
The paperclip beside the Send button is the only attachment control at rest. 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. Files still uploading show as an Uploading chip with a spinner, and anything rejected is explained on a line under the chips.
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. It is not added to a cold-outreach reply (those send from a dedicated outreach mailbox with its own footer), and a draft you reopen keeps the one signature it was saved with rather than collecting a second.
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 Insert from CRM and pick the Signature tab. 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. See Edit as HTML for how to save 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.
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.
- Counts against your org's AI cost budget (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, the clock icon next to the paperclip in the full compose window) 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. Deleting one 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.
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, and the conversation's row in the inbox reads Draft · Assistant rather than Draft. When replies are waiting, a line pinned above the inbox rows tells you how many and offers Review, which takes you to the Drafts view. The assistant never sends: nothing leaves your mailbox until you open the draft and click Send yourself. The moment you change an assistant draft, even by one keystroke, it becomes your own draft, the assistant label goes away, and the assistant will not rewrite it.