Skip to content
English - United Kingdom
Contact us
  • There are no suggestions because the search field is empty.

Can I send engagement letters and emails during the 28-day free trial?

Yes, but not from the default Engager mailbox (the Engager.app mail system). Sending from that mailbox is restricted during a trial.

If you use Microsoft 365 or Google, link your own mailbox instead and send from that.

Linking your mailbox

  1. Go to Settings > Integrations > Microsoft 365 or Google.
  2. Select authorise under Shared company mailbox, for a mailbox that everyone at the firm can use, or under Personal company mailbox, for your own user email that only you can use.
  3. Once authorised, that mailbox can be selected when sending an email.

For Microsoft 365, a shared mailbox has to have its own dedicated user in Microsoft 365. Microsoft "Shared mailboxes" without a dedicated user can't be used.

Making it the default

Go to Settings > Communication > Practice email and set Default outbox for new threads: to the shared or personal mailbox, then select Save. New emails will then send from it automatically. This setting applies to all users at your practice, and the mailbox needs to be connected before you can select it.