Shared drafts
Learn how to use the Shared Drafts feature in Keeping.
What are shared drafts?
The Shared Drafts feature in Keeping allows for collaborative email responses. Once enabled for a mailbox, all draft replies become instantly accessible to team members with permissions to that mailbox, facilitating teamwork and ensuring unified communication.
Shared Drafts are exclusively available in the Web UI for Organization plan subscribers. They will be integrated into Gmail soon!
How to Enable Shared Drafts
To activate Shared Drafts for your mailbox:
Click on the Mailboxes option in the main navigation.
Open the settings for your mailbox by clicking the pencil icon.
Scroll down to find the Shared Drafts option.
Toggle the option to enable Shared Drafts.
Remember to save your changes.
Using Shared Drafts
When enabled for a mailbox, any draft reply created in the Web UI is automatically shared with your team. However, only one agent can edit a draft at any given time. To edit a draft, click TAKE OVER. This action will lock the draft, preventing other users from making edits.
Deleting a Shared Draft
Only one draft can exist per conversation in the Web UI when the Shared Drafts feature is activated for a mailbox. Consequently, if a draft is removed, it is permanently deleted for the entire team.
To delete a shared draft, click the trash can icon.
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