Email

Once Portant has built your document, the next step is usually to send it. Email is the fastest way to do that. You can send a plain link, attach a PDF, save to drafts in Gmail or Outlook, send from an alias, and track when the recipient opens it.

In this section

1. Share a doc via email: the basic flow for sending a document.
2. Email tracking: see when a recipient opens the email.
3. Email drafts: save to Drafts in Gmail or Outlook for review before sending.
4. Send from aliases: use a shared inbox or alias address.
5. Send Outlook emails: connect a Microsoft 365 account.
6. Customise email content with HTML: go beyond the default formatting.

Sending for signature instead

If the document needs a signature, use eSignatures instead. That flow has its own email step with signing links, and you can customise the message the same way you would here.