Help / Email Sender
Email sender feature guide
A complete, human-friendly walkthrough of every Email Sender Tool feature, from content types and templates to attachments, preview, delivery, and privacy.
Overview
The Email Sender Tool keeps delivery simple. Add the recipient, choose the content type, and send a clear message with or without attachments. The professional template helps you structure important communication when you need a polished format.
Every email is previewed before sending so you can confirm the subject, message, and attachment details. This guide explains each feature so you can send confident, professional emails every time.
Workflow steps
Follow this flow to keep your emails accurate and on point.
Step 1
Set the recipient and content type
Enter the recipient email, optionally add a name, and choose text, document, or both.
Step 2
Write or generate the message
Add a subject and message or enable the professional template for a structured format.
Step 3
Attach the document if needed
Upload a file and confirm the attachment details in the preview panel.
Step 4
Preview and send
Review the preview summary and send the email with confidence.
Data privacy and trust
Messages and attachments are used only to send the email you request. The app does not store email content in a database.
Delivery relies on the configured SMTP service. Providers may retain logs or metadata based on their policies, so treat email as a standard communication channel and avoid sharing sensitive data if you would not send it by email.
Sent on request
Emails go out only when you click send.
No storage
Messages and files are not saved after delivery.
SMTP delivery
Your configured mail server handles delivery.
Recipient setup
Add the correct recipient and personalize the greeting.
What it is
The recipient section captures the email address and an optional name for a more personal opening line.
Why it matters
Accurate addresses prevent bounces and keep your communication professional.
How it works
Enter the email, add a name if desired, and check the preview panel for confirmation.
How to use
- Type the recipient email address carefully.
- Add a recipient name for a warmer greeting.
- Review the preview to verify the address.
Best for
- Client status updates and approvals.
- Internal team handoffs.
- Support follow ups and requests.
Pro tips
- Double check the domain before sending.
- Use a shared inbox for support replies.
Content types
Send text, a document, or a combination of both.
What it is
The content type selector determines whether the email includes a message, a document, or both.
Why it matters
It keeps your emails concise when you only need a file, and informative when context matters.
How it works
Choose the content type and the form adjusts to show only the fields you need.
How to use
- Open the Content type menu and select the option you need.
- Write a message when using text or text plus document.
- Attach a file when using document or both.
Best for
- Text only follow ups or reminders.
- Document only delivery for signed files.
- Combined context plus attachment emails.
Pro tips
- Use text plus document for client proposals.
- Keep document only emails short and direct.
Professional templates
Generate structured emails with key details and actions.
What it is
The template builder collects topic, summary, key points, action request, deadline, and sender details.
Why it matters
Structured emails are easier to scan and reduce back and forth.
How it works
Enable the template switch, fill the fields, and the subject and message are generated for you.
How to use
- Toggle the professional template on.
- Fill in the topic, summary, and key details.
- Review the preview and send.
Best for
- Project updates and approvals.
- Client proposals and deliverables.
- Internal announcements and requests.
Pro tips
- Keep key points to three to five lines.
- Make the action request specific and time bound.
Subject lines
Write clear subjects that set the right expectations.
What it is
The subject field defines the email subject and appears in the preview and final delivery.
Why it matters
A concise subject improves open rates and helps the recipient prioritize.
How it works
Type your subject or rely on the template suggestion, then refine it for clarity.
How to use
- Include the project or document name.
- Keep the subject short and specific.
- Avoid vague words like update or hello.
Best for
- Invoice delivery and payment reminders.
- Proposal and contract approvals.
- Monthly reports and summaries.
Pro tips
- Add a date or reference number when useful.
- Match the subject with the attachment name.
Attachments
Send files with clear names and the right format.
What it is
Attachments are added through the file picker and included in the final email delivery.
Why it matters
They allow you to share official documents without manual emailing.
How it works
Upload a file, verify the filename in the preview, and send.
How to use
- Choose the file from your device.
- Confirm the filename and size in the preview.
- Send the email once the attachment looks right.
Best for
- Invoices, receipts, and proposals.
- Agreements, contracts, and reports.
- Images or screenshots for feedback.
Pro tips
- Use PDF for consistent formatting.
- Keep filenames clear and professional.
Preview and send
Review every detail before delivery.
What it is
The preview panel summarizes recipient, subject, message, and attachment details.
Why it matters
It helps you catch mistakes before the email is sent.
How it works
Check the preview, click Send, and review the status message.
How to use
- Scan the preview for recipient and subject accuracy.
- Confirm the message content and attachment.
- Send the email and watch the status.
Best for
- High value client communications.
- Approvals that require accuracy.
- Sensitive updates where clarity matters.
Pro tips
- Use Reset before preparing a new email.
- Fix errors and resend if delivery fails.
Deliverability
Use the right sender setup so emails land in inboxes.
What it is
Emails are sent through the configured SMTP account and inherit its sender reputation.
Why it matters
A trusted sender improves inbox placement and reduces spam filtering.
How it works
Configure SMTP correctly, keep a consistent sender, and use clear subjects and content.
How to use
- Use a verified SMTP account and domain.
- Send a test email to confirm delivery.
- Keep formatting clean and professional.
Best for
- Client facing updates and invoices.
- Team notifications with attachments.
- Customer support follow ups.
Pro tips
- Avoid spammy subject lines and excessive caps.
- Use the same sender for related emails.