All documents created in ToolTime can be emailed directly to your customers—no need to download them first or open an email program. With just one click, ToolTime also tracks when the document was delivered to the customer.

Before you can send emails from ToolTime, please adjust your email settings in the "Communication" section under Settings.
​

You have the option to set a default reply address, where all customer responses will be directed to — this is usually your company's email address. When emails are sent, your customers will automatically see your company name as the sender.
​

You have the flexibility to create and save different email templates, with the ability to assign a specific template to each document type.
​

To personalise your messages, you can select from various dynamic variables, which will appear as sample data in the live preview and adapt to the document you're sending. If needed, you can always reset any template to the default version.

You can currently send the following documents from ToolTime:

Just click on the email icon in the top right-hand corner of the respective document view, or click on the 3-dot menu in list view and select "Send by email".

You can customise the subject, recipient and email content of your message.

Additionally, you have the option to send a copy to yourself, which is useful for reviewing the email content (whether standardised or customised) later on.

Once you’re ready, click "Send" to deliver the document to your customer(s). You’ll receive a confirmation message letting you know if the email was successfully sent. On the right-hand side of the document, you'll also see details about when and to whom the email was sent.