Confirm the mailbox and thread
Open Mail, confirm the workspace and mailbox, then open the intended conversation. Review the most recent messages before replying so the response fits the current context.
Compose carefully
Confirm every recipient, subject, message, link, and attachment. Use the minimum necessary information and verify that attachments belong to the intended conversation.
Send and verify
Sending is an external action. Review the final message before selecting Send. Afterward, open Sent or the conversation and confirm the message, recipients, time, and visible delivery state.
Organize mail
Use search, unread state, folders, or archive to organize work without changing the message itself. Reopen the destination view to verify that the message moved as intended.
Use templates as a starting point
Review template wording and any inserted record details before sending. A template can become outdated or inappropriate for a specific recipient.
Stop conditions
Do not send when the recipient, attachment, consent, sender identity, or message purpose is uncertain. Save a draft and resolve the uncertainty first.