Emailing Docs & Notes from Transactions

SUMMARY
Learn how to email messages and docs directly from a Pipeline transaction to internal and external recipients.

1:07

How to Compose a Note or Email

To compose a note or email from a transaction:

  1. Go to the transaction and click [Note / Email] just above the list of documents.
  2. Enter a subject. If you leave this field blank, Pipeline will automatically use the transaction name as the subject. If you type something here, the transaction name will automatically be appended to it.
  3. Enter a message or select a saved message template. Selecting a saved message template will instantly populate the message and subject fields with your previously saved values. Before sending, you can revise the message as needed. Learn more about Managing Reusable Note/Email Templates here →
  4. To add a note to a transaction without sending it to anyone, don't specify a recipient.
    To send an email, type in or select your recipients. Alternatively, drag and drop email addresses of contacts (including  outside co-op agents) into the external recipients box.
  5. Optionally select any desired auto-fill tags you want to be automatically replaced with the appropriate value from the transaction. Learn how to use auto-fill tags here →
  6.  Select any additional desired options (described below), then click [Add Note] or [Send Email]. 
Note vs. Email: To add a note to a transaction without sending it to anyone, don't specify a recipient. Your note will be added to the "Notes & Sent Emails" section at the bottom of the transaction without being sent to anyone.

Options

Select from additional choices in the Options section. Each option is described below.

Make this Note Private

To make a note / email private:

  1. Click [Make this note private (in Notes & Sent Emails below)] to make a note visible only to the note sender, internal recipients, and admins. Uncheck the option to make the note visible to anyone who can see the transaction.

Send a BCC

To send a BCC (or blind carbon copy) of the note / email to yourself:

  1. Click [Send me a BCC (blind copy) of the message].

Save the Message as a Reusable Template

To save the composed message and subject as a reusable template:

  1. Click [Save this message as a reusable template]. 

Learn more about creating reusable note / email templates here →

Append Tasks to Messages

To append overdue, complete, or incomplete tasks to a note / email:

  1. Click the desired [Append] option(s). This will send a copy of the appropriate checklist tasks to the recipient as well as the composed note / email. If this option is not visible, that means there are no tasks of that type available to append. Learn more about checklist tasks here →

Tips & Time Savers

Share Checklists in Notes / Emails

To share a checklist in a note / email:

  1. Go to the Transaction and click [Note / Email] just above the list of documents.
  2. Compose your message or select a saved message template. 
  3. To share an incomplete task, locate the desired task on a checklist, click and hold down on it, then drag and drop it into the Message field. The task will appear as normal text in the Message field.
  4. To share an entire checklist, locate the desired Checklist, click and hold down on its title, then drag and drop it into the Message field. The checklist will appear as normal text in the Message field.
  5. Review and revise the message if needed.
  6. Complete any other options before adding or sending the note.
  7. Click [Add Note] or [Send Email].

Learn more about Dragging and Dropping Comments to Notes →
Learn How to Create and Manage Reusable Note and Email Templates →

Replying to Messages Sent from Pipeline

Internal Recipients

Emails sent from Pipeline to internal recipients will smartly include the recipient's maildrop address so that when they reply their messages are automatically sent back to the transaction. To send your reply back to Pipeline only, simply reply to the email. To send your reply to Pipeline, the sender, and all other recipients, "reply all." If there's anyone you do not want to receive the reply, remove them as recipients before sending your message.

Learn more about Maildrop Addresses →

External Recipients

When an external recipient replies to a message, that reply will be sent directly to the sender's email inbox (since external recipients don't have Pipeline maildrop addresses). For an external recipient to reply back to the sender only, they can simply reply to the email or, "reply all," to relay it to the sender and all other recipients.

Email Faster and Smarter from Pipeline

This Pipeline Pro session covers multiple ways to streamline the process of emailing from Pipeline. We'll cover features and strategies to execute before and after the send.  

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View more Pipeline Pro Webinars here →

Effortless Messaging

In this Pipeline Pro session, learn the various ways to type less, optimize more, and make your messages do all the work!

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Be Bold! Format messages to look the way you want

Come learn the various formatting options that can help add emphasis, clarity, and readability to your messages in Pipeline. We'll also reveal an upcoming formatting option for tasks that can help improve your workflow.

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