How do I add Collaborators?
How do I assign emails to my Collaborators?
Where do I see the live status of my Collaborators?
How do I share Notes with my Collaborators?
How do I share Tasks with my Collaborators?
How do I share Message Templates with my Collaborators?
How do I share Signatures with my Collaborators?
How do I share Contacts with my Collaborators?
How do I add Collaborators?
Apple Mail
Please note: Before you can start collaborating with your teammates in your shared inbox, you first need to add your team members as Collaborators.
1. Click the Mailbutler icon at the top of your Apple Mail window to open the Mailbutler Sidebar.
2. In the Mailbutler Sidebar, click the three dots and then Account & Preferences.
3. A new window will open. Select Collaborators under Account in the sidebar on the left.
4. 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.
5. Click Send Invite. The Collaborator will receive an invite email with a confirmation link.
6. 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.
You can now start collaborating with your team mates in your shared inbox, assign emails to each other and share information with each other.
Gmail
Please note: Before you can start collaborating with your teammates in your shared inbox, you first need to add your team members as Collaborators.
1. Click on the Mailbutler icon to open the Mailbutler Sidebar.
2. In the Mailbutler Sidebar, click the three dots and then Account & Preferences.
3. A new window will open. Select Collaborators under Account in the sidebar on the left.
5. Click Send Invite. The Collaborator will receive an invite email with a confirmation link.
6. 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.
You can now start collaborating with your team mates in your shared inbox, assign emails to each other and share information with each other.
Outlook
Please note: Before you can start collaborating with your teammates in your shared inbox, you first need to add your team members as Collaborators.
1. Open the Mailbutler Sidebar.
2. In the Mailbutler Sidebar, click the three dots and then Account & Preferences.
3. A new window will open. Select Collaborators under Account in the sidebar on the left.
5. Click Send Invite. The Collaborator will receive an invite email with a confirmation link.
6. 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.
You can now start collaborating with your team mates in your shared inbox, assign emails to each other and share information with each other.
How do I assign emails to my Collaborators?
Apple Mail
1. Select the email that you would like to assign, and then move the pointer over Apple Mail's message header.
2. Click on the Assign icon.
3. Or you can also assign emails from inside the Mailbutler Sidebar. Click Assign in the Mailbutler Sidebar.
4. Select the collaborator that you would like to assign the email to or assign the email to yourself.
5. To view all of the emails that have been assigned to yourself, select the Home tab in Mailbutler's navigation bar and check the assigned emails widget.
6. Or go to the Emails tab in your navigation bar and filter for Assigned to me.
7. You can mark emails that have been assigned to you as done by clicking on the green circle in the Mailbutler Sidebar or by clicking the checkmark in Apple Mail's message action bar.
8. And you will see a done status if one of your collaborators has marked an email that you assigned to them as done.
Gmail
1. Select the email that you would like to assign.
2. Click on the Assign button in Gmail's toolbar.
3. Or you can also assign emails from inside the Mailbutler Sidebar. Click Assign in the Mailbutler Sidebar.
4. Select the collaborator that you would like to assign the email to or assign the email to yourself.
5. To view all of the emails that have been assigned to yourself, select the Home tab in Mailbutler's navigation bar and check the assigned emails widget.
6. Or go to the Emails tab in your navigation bar and filter for Assigned to me.
8. And you will see a done status if one of your collaborators has marked an email that you have assigned to them as done.
Outlook
1. Select the email that you would like to assign and open the Mailbutler Sidebar.
2. Click on Assign.
6. You can mark emails that have been assigned to yourself as done by clicking on the green circle.
Where do I see the live status of my Collaborators?
Apple Mail
Mailbutler shows if you one of your collaborators is currently viewing a message, replying to a message, adding/editing a note or adding/editing a task.
- You will see a pulsating green dot indicating the live status in the message action bar on your emails. Hover over the green dot to see the name of the collaborator whose live status you are seeing as well as their action:
- And you can also see the live status inside the Mailbutler Sidebar:
Gmail
Mailbutler shows if you one of your collaborators is currently viewing a message, replying to a message, adding/editing a note or adding/editing a task.
- You will see a pulsating green dot in your email list indicating the live status:
- And you can also see the live status inside the Mailbutler Sidebar:
Outlook
1. Open the Mailbutler Sidebar.
2. Select an email.
3. You will see the live status of your collaborators on your emails: Mailbutler shows if you one of your collaborators is currently viewing a message, replying to a message, adding/editing a note or adding/editing a task.
How do I share Notes?
You can exchange Notes on your emails live with your collaborators. To exchange Notes, you need to share them.
To learn how to share Notes with your collaborators, head to this article.
For instructions on how to add Notes to your emails and contacts, head to this article.How do I share Tasks with my Collaborators?
You can create to-dos for your collaborators and be notified when they have completed them.
To learn how to share Tasks with your collaborators, head to this article.
For instructions on how to add Tasks to your emails and contacts, head to this article.
How do I share Message Templates with my Collaborators?
You can share Message Templates with your collaborators to make the email communication in your team quicker and more effective.
To learn how to share Message Templates with your collaborators, head to this article.
For instructions on how to create Message Templates, head to this article.
How do I share Signatures with my Collaborators?
You can share your Team Signature Template with your collaborators, so that you're all on-brand in your email communication with customers and clients. If you make changes to the Signature design, this is reflect on your collaborators' signatures in real-time.
To learn how to share Signatures with your collaborators, head to this article.
For instructions on how to create Signatures, head to this article.
How do I share Contacts with my Collaborators?
You can share contacts with your team members so everybody has access to the same information about your customers and clients right in their inbox.
To learn how to share Contacts with your collaborators, head to this article.
For instructions on how to create Contacts, head to this article.
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