---
title: "Sending Emails From an Account"
slug: "sending-emails-from-an-account"
updated: 2026-07-14T15:59:49Z
published: 2026-07-14T15:59:49Z
canonical: "help.idibilling.com/sending-emails-from-an-account"
---

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

# Sending Emails From an Account

An email can be sent from an account by using the **NEW EMAIL** button on Communications tab in the InfoCenter, or the Communications page.![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80813.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A46Z&se=2026-11-14T11%3A51%3A46Z&sr=c&sp=r&sig=wNU3ppTWg76d2cQpGEVUtS0bqRd8ksei7IUjms%2FoT1Y%3D)

> [!NOTE]
> Note
> 
> Any email sent from the account will be listed on the Communications tab/page.

#### Selecting a Template

Clicking **NEW MAIL** opens a dialog for selecting and previewing a template. The drop down contains all templates configured in the Communications module with template type of ***Customer Template***.

**(Show Picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/81861.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A46Z&se=2026-11-14T11%3A51%3A46Z&sr=c&sp=r&sig=wNU3ppTWg76d2cQpGEVUtS0bqRd8ksei7IUjms%2FoT1Y%3D)

When you select a template from the drop down, you can choose to preview it before actually using.

**(Show Picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/81863.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A46Z&se=2026-11-14T11%3A51%3A46Z&sr=c&sp=r&sig=wNU3ppTWg76d2cQpGEVUtS0bqRd8ksei7IUjms%2FoT1Y%3D)

***No Template*** is an option. This creates a blank email for you to fill in.

Click **SELECT** when you have the template you want to use (or No Template).

> [!NOTE]
> Note
> 
> Templates must be configured in the Communications module.

#### The Email Dialog

Once the email dialog loads, with or without a template, you can edit the addresses, subject, and body. You can also attach files, embed images, and insert links. HTML is supported.

**(Show Picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/81865.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A46Z&se=2026-11-14T11%3A51%3A46Z&sr=c&sp=r&sig=wNU3ppTWg76d2cQpGEVUtS0bqRd8ksei7IUjms%2FoT1Y%3D)

> [!NOTE]
> Note
> 
> When you insert an image, the size is limited to 1MB.

#### Address Fields

- From Address is based on Email setup
- To Address: Enter addresses in the **To**, **Cc** and **Bcc** fields manually, or select an address book by clicking any one of these fields:

Search capability is also supported within the address book being viewed.
  - Company – contains email addresses for IDI platform users (SaaS Security) and user groups (IDI Desktop Client) for the environment. There are two tabs on this address book:
    - Users: SaaS security users that have an email address and have access to the Customer Care environment
    - Groups: IDI Desktop client user groups that have an email address
  - Customer – contains email addresses from the customer’s contacts
    - If the same email is present on multiple contacts, it will only appear once.