Previewing the email before sending

With Preview and send in the compose window, the user sees the final version of the email as the recipient will receive it, including the signature. From the send preview, the email can be sent immediately, scheduled for a future date or submitted for approval.

  • User with write permission in the mailbox

How to preview the email before sending?

The user sees the final version of the email that will go to the other party, including the signature, with Preview and Send in the compose window. Who can do this: a user with write permission on the mailbox. The email is sent and the "Sent" notification appears; the email is added to the Sent folder. From the send preview, the email is sent immediately, scheduled for a future date or submitted for approval.

Steps

  1. In the compose window, click Preview and Send. The Send Preview opens.

  2. Check the sender, recipients, subject and body together with the signature. To make changes, click Back to editing 1.

  3. To send the email at a later time, select Schedule 2; to submit it for approval by an administrator or a teammate, select Send for approval 3.

  4. To send now, click Send 4.

Send preview: the final version of the email, including the signature, and the Schedule, Send with approval and Send buttons
  1. 1Returns to editing
  2. 2Schedule for later
  3. 3Submit for approval first
  4. 4Sends immediately
Send preview, with demo data.
ResultThe email is sent and the "Sent" notification appears; the email is added to the Outbox folder.
TipIf the mailbox has no signature, the preview says "No signature is defined for this account."; your administrator defines the signature.

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