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Sending and Replying to Email

Write, send, reply, forward, and redirect email in Daylite — format your message, attach files, and add the email to Daylite before you send it.

You compose, send, reply to, forward, and redirect email in Mail in Daylite the same way you would in any mail app, with one addition: you can add a message to Daylite from the compose window before you send it, so the email is linked to the right Contact, Project, or Opportunity from the moment it leaves your outbox.

Key facts:

  • Messages are sent from your default sender account unless you change the From field.

  • Redirecting keeps the original sender's details; forwarding sends the message as though it comes from you.

  • You can add an email to Daylite from the compose window, before sending.

  • Drafts are stored on the device where you wrote them and are not synced to your mail account.

  • Attachments are added by dragging files into the New Message window.

How to Compose and Send an Email

1

Click New Message

Click New Message in the toolbar.

2

Enter a subject

Enter your recipients and a subject.

3

Type message

Type your message.

4

Send the message

Click Send.

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Click Cc or Bcc in the compose window to add additional recipients.

To send from a different account, click the From field and choose the account. The default is set in Daylite > Settings > Mail > Default Sender. See Mail in Daylite Settings.

How to Reply, Reply All, and Forward

Select a message, then click:

  • Reply — respond to the sender

  • Reply All — include all recipients

  • Forward — send the message on to someone else

Keyboard shortcuts for each are listed in The Mail View.

How to Redirect a Message

Redirecting passes a message you have received on to someone else while keeping the original sender's information intact. This differs from forwarding, which sends the message as though it comes from you.

1

Select message

Select the message you want to redirect.

2

Redirect

Choose Redirect.

3

Recipient

Enter the recipient.

4

Send

Send the message.

Formatting Text in a Message

Select the text you want to change, then use the formatting toolbar to apply bold, italic, or underline, create lists, add links, or change text alignment.

The default font for reading and writing email is set in Daylite > Settings > Mail > Fonts.

Checking Spelling

Right-click or control-click in the message area and select Spelling and Grammar > Check Spelling While Typing.

Adding Attachments to a Message

Drag a file from the Finder or your desktop onto the message body in the New Message window.

For what happens to attachments on messages you add to Daylite, see How to Add an Email to Daylite.

Using Your Signature

Your default signature is applied when you compose a message. Signatures are set per account in Daylite > Settings > Mail > Signature. See Mail in Daylite Settings.

Using Writing Tools

Writing Tools proofreads, rewrites, and adjusts the tone of a message from inside Daylite.

1

New Message window

Open the New Message window.

2

Open Writing Tools

Click Writing Tools in the toolbar, or right-click in the message area and select Writing Tools.

3

Choose a change

Choose the change you want.

Adding an Email to Daylite from the Compose Window

You can add a message to Daylite while you are still writing it, which links it to Contacts, Projects, or Opportunities before it is sent. Once you send it, you can archive the thread and the message stays connected to its Daylite items.

Once you have composed a message and added your recipients, the outgoing message can be added to Daylite. Any Daylite Contacts on the message are linked automatically, and the sent email appears in the Activity View.

Frequently Asked Questions

What is the difference between forwarding and redirecting? Forwarding sends the message as though it comes from you. Redirecting sends it on with the original sender's information intact.

Can I add an email to Daylite before I send it? Yes. Add it from the compose window and it is linked to your Daylite items before it leaves your outbox.

Why aren't my drafts appearing on my other devices? Drafts are stored only on the device where you wrote them and are not synced to your mail account.

Can I send from a different account than my default? Yes. Click the From field in the compose window and choose the account.

Can I track whether my email was opened? No. Mail in Daylite does not have email tracking features.

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