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Email & Communication

Email & Communication

Manage all your communications in one place, including emails and chats.

Email

How do I connect my email and sync with Preclose GO?

How do I fix the error when I try to set up my Gmail email integration?

How do I add my email signature?

How do I share email threads with my team?

Does Preclose GO! have spell check for emails?

Why does my email signature logo change to different sizes?

Can I add images to my emails, email templates, and signature lines?

I send emails from more than one email account. How do I add multiple emails accounts?

Who can I add to an email in GO?

How do I switch between email signatures?

What are @tokens and how do I use them in an email?

Is there an @token for adding a time to an important date?

I frequently send the email to the same roles. Can I template my email templates to send to a specific role in the To: CC: and BCC: fields?

How do I use @tokens in the Subject line?

What happens if the @token is blank and I try to send an email?

Can I create my own @tokens in GO?

How do I add an email template?

What is the difference between “Inbox” and “All Messages”?

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Chat

When I send a chat and the recipient does not have access to the transaction, what do they see?

What is the Chat messaging feature?

What can I send in a chat message?

Does someone need to login in order to respond to a chat message?

What does the recipient's experience look like when I send a chat message?

How do I direct message someone using chat?

How do I create a channel using the Chat feature?

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