Help Centre › Building Processes
Send email on behalf of another user.
Runs on: macOS and Windows only.
Add it to a process
In the process designer, open the Add step tab. Find Send as another user under Email › Administration, or type its name in the search box, and drag it onto the canvas.
Fields
| Field | Required | What it does |
|---|---|---|
| Account / e-mail address | Yes | The e-mail account as it appears in Outlook |
| Send as | Yes | Email address to send as |
| Subject | No | The subject line, e.g. Statement for {row[Supplier]}. |
| HTML body | Yes | The message as HTML, e.g. <p>Dear {customer}</p>. If filled in, this is used and the plain text body is ignored. |
| To | No | Recipient address, or several separated by a comma, semicolon or newline |
| Plain text body | No | The message as plain text. Only used when the HTML body is empty. |
| Cc | No | Cc recipient address(es) |
| Bcc | No | Bcc recipient address(es) |
| Attachments | No | Files to attach, one per row. A row may hold a variable such as {savedFiles}, including one holding a list of paths, e.g. the output of Save email attachments. |
| On behalf of | No | Turn on to show recipients "sent on behalf of" the shared mailbox. Leave off to send as the shared mailbox itself, which needs that mailbox added in Outlook. Default: off. |
| Send immediately | No | Turn on to send the email straight away. Leave off to save it in Drafts for someone to check first. Default: off. |
See all Email steps.