---
sidebar_label: Sending Emails
sidebar_position: 3
description: Compose and send emails directly from a DocJacket transaction without switching to Gmail or Outlook.
---

<!-- Canonical: https://help.docjacket.com/docs/messages/sending-emails -->
<!-- Source: docs/messages/sending-emails.mdx -->

# Sending Emails

You can compose, send, schedule, and save emails directly from a transaction without switching to Gmail or Outlook.

## Composing an email

Open a transaction, go to **Messages > Email**, and click **Compose**.

In the composer you can:

- Choose the connected Gmail or Outlook account to send from
- Type recipients manually or add transaction contacts by contact, role, group, CC, or BCC
- Insert an [email template](./email-templates.md)
- Generate an AI draft from a short prompt
- Attach transaction documents or upload files from your computer
- Pick an email signature
- Save a draft, send now, or use **Schedule** to send later

The email is stored with the transaction automatically after it sends.

## Scheduling an email

Use the **Schedule** button in the compose toolbar when an email should go out later. Turn on **Send later**, choose the date and time, choose the timezone, and click **Schedule**.

Scheduled one-off emails appear in **Messages > Scheduled** with a **One-off** badge. You can cancel them there. Editing one opens the Email composer with the message prefilled; saving cancels the original scheduled send and creates a new one.

## Attachments

Use **Attach** to choose files already stored on the transaction or upload new files from your computer. Local uploads support files up to 25 MB.

If you attach transaction documents, DocJacket sends the selected files with the message and keeps the email linked to the transaction.

## Reviewing messages

The Email tab includes filters for **Inbox**, **Unread**, **Sent**, **Drafts**, **Auto**, and **Archived**. Open a message to reply, reply all, forward, star, mark read or unread, archive, or delete it.

Messages can show delivery status and provider message IDs when DocJacket has them. If a message includes suggested AI actions, approve or dismiss them from the message detail panel.

## Searching

Use the search bar to find emails by subject, recipient, or content across all messages in the transaction.