Pausing and approving outgoing email

0:01Pausing and approving outgoing email.

0:04Under Settings, Email, Outgoing email chooses who the portal emails: everyone, nobody outside the firm, or nobody.

0:12It can hold your own team’s email too. Sign-in links always go.

0:17Paused email, like these placed for this video, waits in the outbox, on its own page; lifting the pause never sends it.

0:25Filter by held, waiting, sent or failed, or search by who it’s to.

0:30Twenty-five to a page, newest first.

0:34Open one to read it, then send it, or discard it.

0:38As it goes shows it as it will arrive, signature and all.

0:43Or check several, and act on them together.

0:46Approval works another way: switch on Hold emails to people outside the firm for approval, and each waits for a look.

0:55Kinds you check go straight out; your team’s email and sign-in links are never held.

1:00The project’s managers approve what’s about their projects; the owners approve anything.

1:06Where you press send, it says held, and by whom.

1:10These two were placed too, under Projects, Waiting to go out, counted in the bell.

1:16Open one to see it as it will look, with its files.

1:20Approve and send, and it goes, just once.

1:24Edit, then send changes the subject, the message or who it goes to.

1:30Send back returns it to the writer with your note, and they’re told.

1:34Or copy the text, send it from your own mailbox, and press Cancel, so the portal never sends it.

1:41That’s outgoing email. More videos: portspace.io/videos