With this option the emails will be sent using our servers.

1. Fill in the fields
   

   Click on the icon to get more information           

2. Click on Save

With this option the emails will be sent using the email server of your own email provider (like Gmail, Outlook, etc).

1. Fill in the fields
   

   Click on the icon to get more information           

   If you use GSuite, remember that, a part from activating the two-step verification, you will have to create a specific password to connect your account in Holded.

2. Click on Save

By using this option your emails will be sent through the server of one of these available external providers: Mailjet, SendGrid or Mailgun. 

This system reduces the risks for your emails to end up in the Spam folder. It is normally used for mass mailing.

1. Fill in the fields
   

   Click on the icon to get more information           

2. Click on Save

In the Email history you can find all the emails sent from Holded, as well as the document from which they were sent, the recipient's email address and if it has been received and opened correctly.

1. Click on the Control menu, on the upper right corner of your screen
2. Select Settings
3. Go to Invoicing
4. Tap on the option Mailing templates 
5. Click on the 3-dot menu on the right
6. Select History

1. Click on the Control menu, on the upper right corner of your screen
2. Select Settings
3. Go to Invoicing
4. Tap on the option Mailing templates 
5. Click on the botton + New Template
6. Fill in the data 
   

   You can use HTML to edit your content if you need it.

   Click on the icon to get more information           

7. Click on the Save button

Remember that you can use the Dynamic words, more details here

Remember that if you do not assign an email template to your documents, the system will use the one marked as Default.

1. Click on the Control menu, on the upper right corner of your screen
2. Select Settings
3. Go to Invoicing
4. Tap on Documents
5. Select a type of document from the lateral bar 
6. Select the name of the email template you want to associate