Workflow

Mailbox Exchange — Compose, reply, forwarding and outbox workflows

Connected Mailbox Exchange guides for compose, reply, forwarding and outbox workflows.

28 connected guidesLive filterPermission-aware instructions
28 guides
Guide

Open Mailbox Exchange compose

Open Mailbox Exchange composeStart a message from an account with send access.

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Enter To, Cc and Bcc recipients

Enter To, Cc and Bcc recipientsAddress outgoing mail using supported separators.

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Use Mailbox Exchange recipient autosuggestions

Use Mailbox Exchange recipient autosuggestionsSearch authorised CRM addresses.

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Use an active email template in compose

Use an active email template in composeInsert reusable active content.

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Write a Mailbox Exchange subject and HTML body

Write a Mailbox Exchange subject and HTML bodyComplete outgoing content.

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Send a Mailbox Exchange message immediately

Send a Mailbox Exchange message immediatelyAttempt SMTP delivery now.

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Save a Mailbox Exchange draft

Save a Mailbox Exchange draftStore unfinished content.

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Schedule a Mailbox Exchange message

Schedule a Mailbox Exchange messageQueue mail for future delivery.

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Understand compose action normalisation

Understand compose action normalisationKnow supported action values.

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Add attachments to an outgoing message

Add attachments to an outgoing messageStore protected outbox files.

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Forward a Mailbox Exchange message

Forward a Mailbox Exchange messageCreate a forward linked to source.

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Copy original attachments into a forward

Copy original attachments into a forwardCopy accessible source files.

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Reply to one Mailbox Exchange message

Reply to one Mailbox Exchange messageAddress preferred sender.

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Reply all in Mailbox Exchange

Reply all in Mailbox ExchangeBuild deduplicated reply-all recipients.

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Understand reply subject handling

Understand reply subject handlingKnow Re: prefix behaviour.

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Append the account signature and quoted original

Append the account signature and quoted originalKnow automatic reply body additions.

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Save or schedule a Mailbox Exchange reply

Save or schedule a Mailbox Exchange replyApply draft/schedule rules to replies.

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Use AI controls while composing or replying

Use AI controls while composing or replyingRequest AI drafting assistance.

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Understand Mailbox Exchange outbox statuses

Understand Mailbox Exchange outbox statusesInterpret every outbox state.

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Open the Mailbox Exchange drafts list

Open the Mailbox Exchange drafts listView current staff drafts.

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Open the Mailbox Exchange scheduled list

Open the Mailbox Exchange scheduled listView current staff queued messages.

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Edit a draft or queued outbox item

Edit a draft or queued outbox itemChange editable owned mail.

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Send an outbox item now

Send an outbox item nowAttempt delivery from an existing item.

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Cancel a queued Mailbox Exchange message

Cancel a queued Mailbox Exchange messageStop a scheduled item.

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Delete a Mailbox Exchange outbox item

Delete a Mailbox Exchange outbox itemDelete only permitted owned states.

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Remove an attachment from an outbox item

Remove an attachment from an outbox itemDelete one owned editable outbox file.

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Understand outbox retry behaviour

Understand outbox retry behaviourKnow retry delay and threshold.

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Understand inactive-account send failures

Understand inactive-account send failuresKnow missing/inactive account handling.

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