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Send email, reply, reply all and forward
Send from any mailbox you’re allowed to send from. The email joins the sending queue and goes out within moments, with automatic retries.
Before you start · for agentsThe Edit permission on the mailbox’s provider
Before you start · for agents
The Edit permission on the mailbox’s provider
- You need: The Edit permission on the mailbox’s provider
Steps
1
Choose the mailbox to send from, press New Mail, then fill in To, Subject and the message.
2
Use Attach files to attach up to 10 files, each up to 10 MB.
3
Press Send.
“Sending email” shows, and the email appears in Sent once it’s delivered.
4
To reply, choose Reply or Reply All on the email. To forward, choose Forward and enter the recipients.
How it works
Action
Recipients
Reply
The sender of the original email.
Reply all
The sender, the original email’s recipients, and the original Cc if you don’t set a Cc.
Forward
Whoever you type. “Fwd:” is added to the subject, and the original text goes under a “Forwarded message” header.
Forwarding doesn’t attach the original email’s attachments, and doesn’t accept Bcc.
Executable files are refused as attachments.
Corteksa retries up to 3 times. No alert shows if sending fails for good, so check the Sent folder when in doubt.
Open tracking and scheduled sending aren’t available.
If something goes wrong
What you see
Why
What to do
“You don’t have permission to send from this mailbox”
Edit is Denied in your role.
“The mailbox isn’t in a usable state”
The mailbox is disconnected.
Connect it again.
The email didn’t arrive
It failed after 3 tries.
Check the Sent folder, and try again with a smaller attachment.
A real example
Shield Security Co.
The situation
The client asked for the quote to go to their finance manager’s email too.
What they did
- The employee replied all and added the finance manager.
- He attached the quote as a PDF.
The result
The quote reached everyone, and the conversation shows in the client’s record.
A made-up company, to show the idea. The numbers are rounded.
Good to know
10 attachments, each up to 10 MB.
Automations: 200 automated emails per mailbox a day, and one automatic reply per conversation every 10 minutes.
Did this guide solve it?
If not, we’ll ask what was missing.