How do I add Collaborators and share information?

For more general information about the Collaborators feature, please see here.

How do I add Collaborators?

Apple Mail

1. Click on the sidebar icon to open the Mailbutler Sidebar.

2. In the Mailbutler sidebar, click on the Account Settings (⚙) button, then Account & Preferences.

3. A new window will open. Select Collaborators under Account in the sidebar on the left.

3. You can add anyone with a registered Mailbutler account as a Collaborator. To add a Collaborator, enter the email associated with the person's Mailbutler account in the email address field.

4. Click Send Invite. The Collaborator will receive an invite email with a confirmation link.

5. Once your Collaborator has confirmed the invite, they will be added to your list of Collaborators and you will also be added to their list of Collaborators. That means, you can share information with your Collaborator and they can share information with you.

6. You can now start sharing information with your Collaborators. You can share Notes, Tasks, Message Templates, Signatures and Contact information.

Gmail

1. Click on the Mailbutler icon to open the Mailbutler Sidebar.

2. In the Mailbutler sidebar click on the Account Settings (⚙) button, then Account & Preferences.

2. A new window will open. Select Collaborators under Account in the sidebar on the left.

3. You can add anyone with a registered Mailbutler account as a Collaborator. To add a Collaborator, enter the email associated with the person's Mailbutler account in the email address field.

4. Click Send Invite. The Collaborator will receive an invite email with a confirmation link.

6. You can now start sharing information with your Collaborators. You can share Notes, Tasks, Message Templates, Signatures and Contact information.

Outlook

1. Open the Mailbutler Sidebar.

2. In the Mailbutler sidebar, click on the Account Settings (⚙) button, then Account & Preferences.

2. A new window will open. Select Collaborators under Account in the sidebar on the left.

3. You can add anyone with a registered Mailbutler account as a Collaborator. To add a Collaborator, enter the email associated with the person's Mailbutler account in the email address field.

4. Click Send Invite. The Collaborator will receive an invite email with a confirmation link.

6. You can now start sharing information with your Collaborators. You can share Notes, Tasks, Message Templates, Signatures and Contact information.

Apple Mail

1. Go to an email that already has a Task attached or add a new Task.

2. Click on the sidebar icon to open the Mailbutler Sidebar.

3. Click anywhere inside your Task to reveal the sharing button. Then click Share with.

4. Select the Collaborator that you want to share the Task with.

5. Click Share.

1. Go to an email that already has a Task attached or add a new Task.

2. Click on the Mailbutler icon to open the Mailbutler Sidebar.

3. Click anywhere inside your Task to reveal the sharing button. Then click Share with.

4. Select the Collaborator that you want to share the Task with.
5. Click Share.

1. Go to an email that already has a Task attached or add a new Task.

2. Open the Mailbutler Sidebar.

3. Click anywhere inside your Task to reveal the sharing button. Then click Share with.

4. Select the Collaborator that you want to share the Task with.

5. Click Share.

Mobile App

1. Go to an email that already has a Task attached or add a new Task.

2. Click anywhere inside your Task to reveal the sharing button. Then click Share with.

3. Select the Collaborator that you want to share the Task with.

4. Click Share.

Apple Mail

1. Go to an email that already has a Note attached or add a new Note.

2. Click on the sidebar icon to open the Mailbutler Sidebar.

3. Click anywhere inside your Note to reveal the sharing button. Then click Share with.

4. Select the Collaborator that you want to share the Note with.

5. Click Share.

1. Go to an email that already has a Note attached or add a new Note.

2. Click on the Mailbutler icon to open the Mailbutler Sidebar.

3. Click anywhere inside your Note to reveal the sharing button. Then click Share with.

4. Select the Collaborator that you want to share the Note with.

5. Click Share.

1. Go to an email that already has a Note attached or add a new Note.

2. Open the Mailbutler Sidebar.

3. Click anywhere inside your Note to reveal the sharing button. Then click Share with.

4. Select the Collaborator that you want to share the Note with.

5. Click Share.

1. Go to an email that already has a Note attached or add a new Note.

2. Click anywhere inside your Note to reveal the sharing button. Then click Share with.

3. Select the Collaborator that you want to share the Note with.

4. Click Share.

Apple Mail

1. Click on the sidebar icon to open the Mailbutler Sidebar.

2. In the Mailbutler sidebar, click on the Account Settings (⚙) button, then Account & Preferences.

2. A new window will open. Select Templates under Manage Features in the sidebar on the left.

3. Select the Message Template that you would like to share or create a new one and click the sharing icon.

4. Select the Collaborator that you want to share the Message Template with and click Share.

Note: Shared Message Templates are read-only for your team members. Only the original creator has the option to edit, unshare or delete a shared Message Template.

1. Click on the Mailbutler icon to open the Mailbutler Sidebar.

2. In the Mailbutler sidebar click on the Account Settings (⚙) button, then Account & Preferences.

2. A new window will open. Select Message Templates under Manage Features in the sidebar on the left.

3. Select the Message Template that you would like to share or create a new one and click the sharing icon.

4. Select the Collaborator that you want to share the Message Template with and click Share.

1. Open the Mailbutler sidebar.

2. In the Mailbutler sidebar, click on the Account Settings (⚙) button, then Account & Preferences.

4. Select the Collaborator that you want to share the Message Template with and click Share.

How do I share Signatures?

Apple Mail

1. Click on the sidebar icon to open the Mailbutler Sidebar.

2. In the Mailbutler sidebar, click on the Account Settings (⚙) button, then Account & Preferences.

3. A new window will open. Select Signatures under Manage Features in the sidebar on the left.

4. Select the Signature that you would like to share or create a new one and click the sharing icon.

5. Select the Collaborator that you want to share the Signature with and click Share.

6. Select which sections of the shared Signature you would like your Collaborator to be able to edit and which not by locking the sections that you would you not like to be editable.
Note: If you make changes to the Signature design, it will also reflect on your Collaborators signature in real-time.

Gmail

1. Click on the Mailbutler icon to open the Mailbutler Sidebar.

2. In the Mailbutler sidebar click on the Account Settings (⚙) button, then Account & Preferences.

3. A new window will open. Select Signatures under Manage Features in the sidebar on the left.

4. Select the Signature that you would like to share or create a new one and click the sharing icon.

5. Select the Collaborator that you want to share the Signature with and click Share.

Outlook

1. Open the Mailbutler sidebar.

2. In the Mailbutler sidebar, click on the Account Settings (⚙) button, then Account & Preferences.

3. A new window will open. Select Signatures under Manage Features in the sidebar on the left.

4. Select the Signature that you would like to share or create a new one and click the sharing icon.

5. Select the Collaborator that you want to share the Signature with and click Share.

6. Select which sections of the shared Signature you would like your Collaborator to be able to edit and which not by locking the sections that you would you not like to be editable.

How do I share Contacts?

Apple Mail

1. Go to an email that has the contact that you would like to share as a recipient.

2. Click on the sidebar icon to open the Mailbutler Sidebar.

3. Switch to the Contacts tab by clicking on the icon of the email sender/recipient.

4. Click the pen icon.

5. To share the whole contact, enable Share whole contact.

6. Then, click the sharing icon, select the Collaborator that you want to share the contact with and click Share.

Gmail

1. Go to an email that has the contact that you would like to share as a recipient.

2. Click on the Mailbutler icon to open the Mailbutler Sidebar.

4. Click the pen icon.

5. To share the whole contact, enable Share whole contact.

6. Then, click the sharing icon, select the Collaborator that you want to share the contact with and click Share.

7. Or if you want to share only some information on your contact, select the information that you want to share and click the sharing icon.

8. Then, select the Collaborator that you want to share the contact with and click Share.

Outlook

1. Go to an email that has the contact that you would like to share as a recipient.

2. Open the Mailbutler sidebar.

3. Switch to the Contacts tab by clicking on the icon of the email sender/recipient.

4. Click the pen icon.

5. To share the whole contact, enable Share whole contact.
6. Then, click the sharing icon, select the Collaborator that you want to share the contact with and click Share.
7. Or if you want to share only some information on your contact, select the information that you want to share and click the sharing icon.

8. Then, select the Collaborator that you want to share the contact with and click Share.