You can review your topic to see how all the emails, attachments and merge tags look like before publishing it.

If you need to share your topic's emails to your colleagues who do not have a login to Saleswhale, you can download a Docx file that contains all the emails included in the topic.

Steps:
1 Open a Topic & click Review
2 Do one of the following:

  • Review merge tags & attachments used in the topic
  • Click on each path in the topic tree to review the email content
  • Download a Docx file for all the emails in the topic
  • The Docx file only contains all of your emails included the topic. It does not include images, attachments, and your AI Assistant's signature. 

3 Go back to edit the topic if needed or publish the topic

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