Overview

The Email action sends customized email messages without generating any new documents. It is designed for communication only, not for creating files or paperwork.

What Email Does

• Composes an email
  • You provide the subject and body text, or use an email template.
  • Inserts personalized data using dynamic content from the parent records using {tag} syntax.
• Attaches existing files to the composed email
  You may include files already stored on the parent record (PDFs, documents, images, etc.).
• Sends the email message to the specified recipients (to, cc, bcc).

Key Difference from MailMerge

Email: Sends a message only. No new document is created.
MailMerge: Generates a document first, then optionally sends it by email.