---
title: "Send Secure E-mail"
slug: "send-secure-e-mail"
updated: 2024-01-30T18:34:23Z
published: 2024-01-30T18:34:23Z
canonical: "wiki.cobblestonesoftware.com/send-secure-e-mail"
---

> ## 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. While on the record’s details screen, on the side menu, click **Secure Email** from the side menu.

![Click Secure Email from side menu](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/E-mail(1).png)

2. The **Secure Email Chain List** displays. Click **Add New Secure Email** from the side menu.

![Secure Email Chain List displays](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Add%20New%20Secure%20Email.png)

3. The **Add New Secure Email Chain** screen displays.

![Add New Secure Email](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/1(373).png)

4. Complete all fields before sending the secure email:

- **From:**  This field is pre-populated with the email address of the logged-in user.
- **To:**  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.
- **Expiration Days**:  Enter the number of days the link is active for responses.  Enter 0 (zero) to keep the link active.
- **Subject:**  Enter a subject line
- **Use Acknowledgement:** Check the box if you want each participant to acknowledge they have viewed the email thread.
- **Email Body:**  You must enter content in the Email body.

5. To add attachments to the email, click **Select Attachments**. The **Attachments** window displays.

![Click Select Attachments to attach files to the email chain](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/3c(4).png)

6. All files attached to the record display. Mark the box next to each attachment to include it in the email.

7. Click **Save and Close** to save the selection.

**Note:** If there are no files attached to the record, the following message displays: There are no attachments available for this record. Click **Save and Close** to return to the email editor.

8. Once the email is completed, click **Send New Secure 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.

![When not logged in you will be taken to the login screen and then redirected to the secure email chain](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/1(374).png)

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. From the record's details screen, click **Secure Email**.

![From Record Details click Secure Email](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/E-mail(2).png)

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

![Secure Email Chain List](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1667491028619.png)

3. Click **View** for the line item. The Email chain displays.

![Click View on the Email chain](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1667491049714.png)

4. To respond to the email, click **Add New Response**.

5. To view acknowledgements, click **View Acknowledgements**.

**Deleting a Secure Email**

1. From the record’s details screen, Click **Secure Email**.

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

![Secure Email Chain List](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1667491068608.png)

Click **Delete** for the line item for email chain to be removed. A pop-up window asking you to verify you want to delete the record displays. Click **Cancel** to abort the removal. To continue deleting the record, click **OK**.

![Click Delete to remove a Secure Email Chain](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/send-secure-e-mail-image-377r822o.png)

**Viewing and Responding to a Secure Email Via the Vendor/Client Gateway**

A counterparty contact can view their secure email on the **Vendor/Client Gateway**.

![Counterparties can view secure emails on the Vendor/Client Gateway](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/send-secure-e-mail-image-z7ums7l5.png)

1. Click **Add New Response** to a draft a response.

![Click Add New Response to draft a response](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1667491115122.png)

2. The email is pre-populated with data from the first email. To acknowledge receipt of the email, mark the box next to **Acknowledge**.

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

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

**Note:** If there are no files attached to the record, the following message displays: There are no attachments available for this record. Click **Save and Close** to return to the email editor.

![Click Save and Close to return to the email editor](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Return%20to%20Record.png)