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How To Message a Client Through Paperbell

Looking to send an individual message/email to one particular client*? Here’s how to do it! (If you’re looking to set up automated messaging that goes out to multiple clients, have a look at our automated emails feature.)

*If you want to email all of your clients at once (or all the clients who purchased a particular package), you can do that too!

  1. Go to your Clients page
  2. Use the search bar to search for the client you want to message, or leave it empty to message all clients
  3. Click the “send email” button at the top of the page
  4. Compose your email and hit send! The email will come from the address you have registered with Paperbell, and any replies will go directly to your inbox, not Paperbell

In the Email Logs for a client, you can see a history of when automated emails have gone out to a client, and the text of any messages you sent them directly (after October 18, 2022).

How to Send an Attachment / Share a File

If you’d like to share a resource with just one client, go to the “Shared Files” tab on their client profile. This allows you to upload a document that will appear in their Paperbell client portal at https://app.paperbell.com/client

keywords: message, email, direct messaging, e-mail

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