How to use Email — overview

Enable + use the Email add-on on your workspace.

Enable the add-on. Admin Portal → Workspace → Add-ons → activate Email. The Send button, template picker, Standard Documents library, Email Templates editor, and Bulk-this-week page all become visible the moment it's on.
Seed the canonical templates. Run php artisan email-templates:seed on the server — once per tenant per upgrade. Eight system templates land in Admin Portal → Workspace → Email Templates; tenant admins can edit subject + body to match house style.
(Optional) Build your Standard Documents library. Admin Portal → Workspace → Standard Documents. Upload a Welcome Pack PDF, a Site Induction sheet, a Terms & Conditions doc. Each entry can be tenant-wide or group-only; can be locked to a single record type (e.g. Terms only on Orders).
Train operators on the composer. Send Email lives on Person / Org / Placement / Order / Incident edit pages. Walk through the composer flow.
Train tenant admins on templates. Customising seeded templates, building new group-only templates, and using placeholders are all in Email templates.
Power-user features. One-click sends dramatically speed up routine notices; Bulk-this-week handles weekly worker rosters in one batch.

📷Screenshot: Email — how to use email-overview_2.png