Management
Email merge campaigns and the document library.
Compose and send an email merge
Send a personalized email to selected residents from Email Merge. You need staff access to Email Merge for the building.
Use or edit an email template
Reuse saved subject and body content from the Templates tab in Email Merge. You need staff access to Email Merge and a building selected (templates are saved per building).
Schedule, reschedule, or unsend a merge
Queue an email merge for later, change that time, or stop a send that has not fully delivered yet. You need staff access to Email Merge for the building.
Upload a document
Add files to Documents for your building. You need staff access to Documents and a building selected before upload.
Find and preview a document
Locate a file in Documents and open an on-screen preview. You need staff access to Documents.
Share a document by role
Control who can see a file or folder using Sharing / Share with options. You need staff access to Documents and permission to edit the item.
Select email merge recipients with AI
Describe a group in plain language and add matching people to the To line. You need staff access to Email Merge for the building.