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Emails can be created from multiple places in Actionstep. Some emails are automatic such as calendar reminders, task notifications, step change emails, and client portal invitations. Other emails are created manually by launching the Compose email screen.

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Info

https://actionstep.zendesk.com/hc/en-us/articles/1500002229861-Compose-Email-Screen in Actionstep Help Center

Hands-on

  •  Send an email from Actionstep using a system mailbox.
  •  Send an email from Actionstep using a personal mailbox.

 

Continue to Email Templates =>