---
title: "Send Secure E-mail"
slug: "send-secure-e-mail-1"
updated: 2026-09-16T19:03:40Z
published: 2026-09-23T13:07:59Z
canonical: "wiki.cobblestonesoftware.com/send-secure-e-mail-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Send Secure E-mail

### **Send Secure Email**

**Secure Email**

Secure Email can be sent from contract, request, counterparty, and solicitation records. Secure email allows active users of the system to send emails from the system with a link to direct the recipient to the secure email chain.

**Creating a New Secure Email**

1. On the Contract Details screen**,** click the **Notifications** tab and scroll down to the **Emails dock** to send an email from a contract record, toggle the email filter from **Standard** to **Secure**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789584382751.png)

2. Click the **Start secure email** button in the Emails Dock.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789584436367.png)

3. Complete all fields before sending the secure email: ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789584483708.png)

- **From:**  This field is pre-populated with the email address of the logged-in user.
- **Subject:**  Enter a subject line
- **Links Stop Working After**: Set the amount of days that links will work for
- **Request Acknowledgement:** Check the box if you want each participant to acknowledge they have viewed the email thread.
- **People on the thread:**  As you type a name, names appear from the employee list and counterparty contact list. To remove a name, click the **X** next to the name.
- **Message (Email Body):**  You must enter content in the Email body.
- **Include Files from the record:**To add attachments to the email, check the desired attachments in the attachments list
  - All files attached to the record display. Mark the box next to each attachment to include it in the email.

4. Once the email is completed, click **Send Email** to send the email. A new screen displays validating the email has been sent.

The recipient(s) receive an email with a link to access the secure email. The user must be logged in to the system to review the email.

**Replying to a Secure Email**

1. When a secure email is received, click **Click to View Secure Email** in the email.

![Click View Secure Email in the email to view the chain](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/3e.png)

2. If not actively logged into the system, the link takes the user to the **Log In** screen (unless your organization uses Single Sign-On). Once signed-in, the system goes to the secure email chain sent in the email link.

3. Click **Add New Response** to draft a response. The email editor screen displays.

4. The email is pre-populated with data from the first email. To acknowledge receipt of the email, mark the box next to **Acknowledge**. This box does not appear if the original recipient does not require acknowledgement.

5. Attachments can be added to the email by clicking **Send Attachments**.

6. To respond to the email, complete the email body and click **Send Response**.

**Note:** Changes can be made to any attachments and uploaded on the file by clicking **Return** **to Record** and using the **Browse** or **Drop Files Here** options to upload new file versions.

**Viewing a Secure Email Chain:**

1. On the Contract Details screen**,** click the **Notifications** tab and scroll down to the **Emails dock** to send an email from a contract record, toggle the email filter from **Standard** to **Secure**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789584382751.png)

2. The **Secure Email Chain List** displays.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789584927709.png)

3. Click on the email thread that you want to view. The Email chain displays.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789584986497.png)

4. To respond to the email, click **Reply**.

5. To view acknowledgements, click **Who's acknowledged.**