Review email drafts from the mini email composer

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間:2分
  • View emails saved for later or create a new email while saving your current draft automatically from the full email composer.

    始める前に

    Role required: email_composer

    手順

    1. Open a Workspace record in your instance.
    2. Open the mini email composer by selecting the Email tab under the Compose panel.
    3. 注:
      Instead of a button to save email drafts manually, drafts save automatically.
      Access your drafts by selecting the drafts icon (Drafts icon) from the email footer.
      A modal opens with a list of actions and email drafts.

      View drafts modal

    4. Select an action or recent draft.
      • View all of your email drafts by selecting Manage drafts.
      • Create a new draft while saving your current draft automatically by selecting Create new email.
    5. Create a new draft while saving your current draft automatically by selecting Create new email.
    6. Open a draft after previewing it.
      1. Select a draft from the Email drafts list.
        A preview of the draft opens.
      2. Select Apply.
    7. Open a draft from the Manage drafts modal.
      1. Open the Manage drafts modal by selecting Manage drafts from the menu.
      2. Select a draft from the list.
    8. Delete multiple drafts from the Manage drafts modal.
      1. Open the Manage drafts modal by selecting Manage drafts from the menu.
      2. Select drafts from the list.
      3. Select Delete.