When you email an Estimate, Order, or Proof to a customer from CoreBridge, you can send a copy of that email to yourself — or to any other address — using the CC or BCC fields. You can add the address on a single email, or set a default CC/BCC on an email template so it is added automatically every time.
Table of Contents
- Send Yourself a Copy on a Single Email (CC / BCC)
- Set a Default CC or BCC on an Email Template
- Keep a Permanent Record of Sent Emails
- Related Articles
Send Yourself a Copy on a Single Email (CC / BCC)
- Navigate to Sales / Estimates or Sales / Orders and open the desired Estimate or Order.
- In the five-icon menu at the top right, select the Emails (envelope) icon.
- Choose the email template you want to send (for example, Email Estimate, or Blank to start from scratch).
- In the New Email window, find the To field. To the right of it, select CC or BCC.
- CC (carbon copy) — the address is visible to everyone on the email.
- BCC (blind carbon copy) — the address is hidden from the customer.
- Enter your own email address in the CC or BCC field.
- Complete the To, Subject, and message body, then select Send Email. A copy of the email is delivered to the address you entered.
Note: Entered this way, the CC/BCC address applies only to that one email. To have it added automatically every time, set a default on the email template (below).
Set a Default CC or BCC on an Email Template
Adding a CC or BCC address to an email template pre-fills that address every time the template is used, so you are copied automatically without entering it each time.
- Navigate to Settings / System / Email Templates.
- Select the record-type tab for the template you use (for example, Estimate or Order), then open the template. To build a new one, select the + button.
- Open the Template tab.
- Next to the Default To Address field, select CC or BCC.
- Enter the address you want copied on every send (for example, your own email address). Merge fields are also supported.
- Changes save automatically. From now on, that address is pre-filled in the CC/BCC field whenever you send using this template.
Note: A default CC/BCC applies to the specific template you edit. Repeat these steps on each template (Estimate, Order, etc.) you want copied.
Keep a Permanent Record of Sent Emails
If you would like a lasting record of every message the system sends on your behalf, set up your business email as an Email From Address under Settings / System / Email From Addresses. Once the address is authorized, outgoing messages are sent through your own mailbox, so a copy is automatically saved in that mailbox’s Sent folder.