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Email Sending

Send inspection pictures via email with attachments or share links using the Send to modal.

Opening the Send Modal​

  1. Select pictures in a case (or use Send all in the case header to send every picture in the case)
  2. Click Send in the selection bar or Send all (N) in the case header
  3. In the Send to modal, choose New mail from frequent/latest chips or the destination dropdown

Sending with Attachments​

  1. Select New mail as the destination
  2. Compose the email:
    • To — Primary recipients (type addresses, use suggestions, or open the address book)
    • CC — Carbon copy recipients (same address book button as To)
    • Subject — Email subject line
    • Body — Email message (optional)
  3. Selected pictures are attached automatically
  4. Click Send

Address book picker​

Beside To and CC, the contacts button (Open address book) opens a picker over the Send modal:

  1. Search by name, email, or company (or browse without a query)
  2. Filter All, Global (tenant Address Book), or Personal (My Contacts)
  3. Multi-select rows — badges show Global, Personal, or Both when the same address exists in both books
  4. Add selected inserts those addresses into the field you opened from

Address book picker over Send → New mail

Typing in To/CC still shows the same consolidated suggestions (one row per address, with the same source badges). Tenant-wide contacts are maintained under Tenant Admin → Address Book; personal contacts under My Contacts in the account menu.

Instead of attachments, you can send share links:

  1. Follow the steps above to open New mail
  2. Enable Send link instead of attachments
  3. Set expiry days for the share link
  4. Optionally enable Notify me when link is opened so you get an email on first access
  5. Click Send — recipients receive a branded email (same look as upload notifications) with share details and a View pictures online button instead of attached files

Personal Contacts​

Save frequently used email addresses:

  1. Add from send flow — Valid addresses can be saved to My Contacts after sending
  2. Address book / typeahead — Browse or search Global and Personal contacts (see above)
  3. Manage contacts — Open My Contacts from the account menu to edit or remove saved addresses

Email Limits​

Outbound delivery uses your tenant’s SMTP configuration. MAIL-type EDI destinations can pin a specific config via SMTP_CONFIG_PICTURES — see EDI Params.

  • File size — Large attachments may be rejected by email servers
  • Recipient limits — Some systems limit the number of recipients
  • Attachment count — Very large numbers of pictures may need to be sent as share links
tip

Tip: For large numbers of pictures or large file sizes, consider using share links instead of attachments to avoid email server limits.

info

Note: Email delivery depends on external email servers. Delivery failures are logged in the Send Log.