What to do when I cannot send a document as an e-mail in SuperOffice CRM?
Updated on 28 Nov 2025I am trying to send a document as an e-mail from SuperOffice CRM. When I right-click on the document, the option Send as e-mail is greyed out. Why does it happen, and how do I fix it?
This situation can occur if your e-mail client settings in SuperOffice CRM are set to use the SuperOffice CRM Inbox, but it is not configured, or if you have selected Microsoft Outlook, but it is not properly configured or connected.
Please follow the steps below to troubleshoot it:
- Click on the
button, then Local settings.
- Then, in the E-mail client section, select the SuperOffice CRM option if you want to use the integrated Inbox to send and receive e-mails. If you select Microsoft Outlook, then this application will be used for e-mail management.
- Configure the e-mail client with your e-mail details:
- If you choose to use SuperOffice CRM, please follow the steps in this FAQ.
- If you choose to use Microsoft Outlook, please ensure that SuperOffice WebTools are installed on your computer and connected to your SuperOffice installation.
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