Who can use this
- Users editing outbound drafts.
- Teams adding collateral, scheduling links, or reference materials to follow-up emails.
Before you start
- Confirm the file is appropriate to send externally.
- Check that the sender’s email account is connected.
- Keep attachments and inline images small enough for provider limits.
Steps
- Open the draft.
- Add files with the attachment control.
- Add inline images with the image upload control, if available.
- Insert or edit links in the body with descriptive link text.
- Remove any attachment, image, or link that does not belong in the final email.
- Send or schedule only after reviewing the final rendered body.
What to expect
- File attachments and inline images are uploaded before send.
- Inline image uploads can fail if the file is empty, too large, unsupported, or would push the draft over the total content limit.
- Links should be checked manually. AI-generated or template-provided links can still be outdated.
- Provider validation can still block send after attachment edits.
Common issues
- The file type is unsupported.
- The image is over the inline image limit or the draft has reached a total size limit.
- A link points to an internal, expired, or wrong destination.
- An attachment is added to the wrong draft or thread.