Communication
Secure communication: emails, chats, tasks for your clients
- Chats: Overview
- SMS: Overview
- Chats (Basic): Send manually or automatically
- Chats (Basic): Client tasks
- Chats (Basic): View client task history/audit trail
- Chats (Basic): Create & apply templates
- Chats (Advanced): Client & team collaboration
- Chats (Basic): View, print, archive, delete
- Email (Basic): Set up email sync
- Email (Basic): Send, reply, print, add images
- Email Attachments Security
- Email (Basic): Add a Signature
- Email (Advanced): Enable team members to send email on your behalf
- Email (Basic): Save attachments to client docs
- Email (Basic): Create & apply templates
- Email (Basic): Stop email sync
- Email: Troubleshooting
- Managing email settings
- Email (Advanced): Shortcode modes
- Email (Advanced): Schedule Ahead