Files and email sending

Do the daily work — keep files and send email — without leaving the record.

What you will learn

Attaching the signed contract or the floor plan right where the next person will look for it — on the record, not in a personal folder.

Having Winston write the body of an email inside the composer, then editing it like anything you typed yourself.

Writing and sending from the record so the reply joins the timeline. When Winston drafts for you, the draft waits until you approve it.