If you’re in charge of overseeing a team on cloudHQ, the admin console offers a centralized hub for user management, including a simple “Users” tab for easy access to team member management. The platform distinguishes between three categories of users, ranging from those whose accounts you can fully access and manage, those whose accounts are beyond your administrative reach, and those who might not have cloudHQ accounts but have their data or accounts managed through the service.
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Legal email collection and Save Emails as PDF / Export Emails to Sheets
One of the challenges is the collection and producing email evidence to use in criminal litigation or civil litigation.
It is very important that email evidence are collected and packaged in a lawful, repeatable, and defensible manner. If they are not, they may not be admissible in court. Export Emails to Sheets by cloudHQ and Save Emails as PDF by cloudHQ are two cloudHQ app that can collect emails and create PDF documents admissible as a legal document or evidence in courts.
How to set up and enable two-factor authentication (2FA)
Two-factor authentication (2FA) is a way of adding additional security to your account. 2FA requires you to enter an extra code when you log in or perform some account-sensitive action.
How to create an auto follow-up template for emails sent via Gmail
To create a template sequence for email send by you, first, navigate to the Gmail Auto Follow-Up dashboard and click the “Email Auto Follow-Up Template” button. For the initial step email, you can draft the text that will appear during composition or leave it blank, with the understanding that Step 1 represents the email in the conversation being followed up on.
Email campaigns support for mail merge and merge tags
A merge tag is a bit of code that allows you to insert unique user data (first name, last name, etc.) into emails. In other words, you can use merge tags to insert personalized or dynamic content into the campaigns you send. Merge tag example For example, to include your contacts’ email addresses in your […]
Tips to prevent emails from going to spam or being blocked by Google
To ensure that your email campaigns do not go spam please check the following:
- Verify that your SPF, DKIM & DMARC setup
- Set up valid reverse DNS records of your IP addresses and website
- Tweak your email campaigns
- Monitor your bounce list
How to save screenshot as a PDF document
Any screenshot created by Gmail Screenshots can be saved as a PDF file. To do that, click on the Save to and select Save as PDF
Export Emails to Google Docs: FAQ (Frequently Asked Questions)
Answers to the most commonly asked questions about the consolidation of emails using Export Emails to Google Docs.
How to save your email communication with certain person to a Google document
- Start Export Emails to Docs wizard
- Enter email address or email to find all email communication with that person
How to save multiple emails to Google document using cloudHQ wizard
- Start Export Emails to Docs wizard
- Enter email address or email to find all email communication with that person or select a gmail label