Composing a New Email

Send a fresh email to a client or any address from inside Loyva, through your connected mailbox.

Start a new message

  1. Click Compose in the inbox header (or Email from a client workspace).

  2. The composer slides in from the right.

Fill it out

  • To: start typing a client name to autocomplete, or paste any email address.

  • CC / BCC: click the toggles to reveal these fields.

  • Subject: required.

  • Body: rich text with bold, italic, links, and lists.

  • Attachments: drag files in or click the paperclip.

Templates

Click the Template button to pull in a saved email template. Variables like {{Client Name}} are replaced automatically based on the recipient.

Send

Click Send. The message goes out through your connected Gmail or Outlook account and lands in your Sent folder. If you have neither connected, the Send button is disabled and a tooltip explains why.

Note: Composing from a client workspace pre-fills To with the primary contact and links the resulting thread to that client.