Preside Sending Emails FAQ The App Store
Preside Sending Emails FAQ

 

Sending Email

XSL



SendingEmail


  • I don't like the buit-in sending features. Can I configure the app to use the iPhone's native email support for sending emails?

    To use the native iPhone client for sending emails, please navigate to each of your accounts from More > Accounts. Then change the entries in the bottom section for 'New emails', 'Replies', & 'Forwarding' all to 'iPhone'. Then Save the account again. Then, go to More > Sending and change the Default Identity to iPhone.


  • How do I add an attachment to an email?

    While composing an email, perform a Long Tap on the body of the composition. This will bring up the Pasteboard Menu. The right hand button on that menu is labeled, "Attach". Tap on that button and you will be able to select an attachment.


  • Emails sent from Preside have very large text. Is there a way to correct that?

    Yes.

    • Go to the More > Sending screen
    • Scroll down to the 'Formatting' section
    • Disable the 'Match editor font' option
    • Tap on the 'Font' line that now appears directly below the 'Match editor font' line.
    • Select the font you would like to use for your outgoing mail

    Please note that, due to a known issue with the app, the size of the font is specified in pixels, and not points. We intend to address this issue in an update soon. Until the, 15 is usually a good choice for the size that will look good in most email clients.

    Also, please note that, when selecting the font, if you have the 'Bold text' setting enabled your iOS Accessibility Settings, you will need to choose a 'Font Family' that differs from the 'Default' setting, if you do not want your outoing mail to be bold.


  • Why is there a camera flip icon stash on my email composition screen?

    We call that the Stash Button. It allows you the stash the draft aside for later editing, while you return to the email viewing portion of the app. This is useful if you want to go back and read through some more of the email thread, or look at some other related emails. Once a draft has been stashed, all of the compose buttons in the app will show a badge composeWithBadge indicating there is a stashed draft. Tapping on that button allows you to resume the draft, clear the stashed draft, or start a new draft.


  • How can I automatically File, Archive, or do other things after sending an email?

    If you navigate to More > Sending in the app, there are some preferences you can set that control the actions that occur after sending an email. To take full advantage of these, you should set the 'After Sending' option to 'Choose Later'. You should then tap on 'Send action sheet' and check any of the actions you might like to perform after your email is sent.

    With that setup, you will be presented with an action sheet when you tap the 'Send' button. This will have a menu that allows you to choose how you would like to process the mail after it is sent.

    If you'd prefer to always perform a single defined action (like Archiving the original email) after sending, you can set the After Sending option to that action, rather than to Choose Later. This will bypass the action sheet and automatically perform that action after the email is sent.


  • What's an 'Identity'?

    An Identity is the way to configure different groups of settings for sending email. If you use the same signature and headers, templates, ... for all of your accounts, you can leave the settings for each Identity at its default and it will just use the information from your Preferences.

    If, however, you would like to have different signatures, headers, or other settings for each of your accounts, you can modify the settings for the identity associated with each account that needs a custom signature. Furthermore, you can use identities to create different groups of settings for new emails, replies, & forwards. You can even use identities to use different settings for specific folders.


  • How do I get rid of those two lines at the bottom of my email that say 'Thanks, -<my name>'?

    Those lines that appear at the bottom of the email before the signature are the Valediction. To remove them, please navigate to More > Sending. Then tap the line that says Valediction and choose 'None'. Like almost all of the Sending preferences, this can be set on a per-identity basis too.


  • How do I include attachments when forwarding an email?

    When forwarding, the app will include those attachments that have already been downloaded. To include attachments when forwarding, first tap on each attachment in the email to download it.


  • Why does my own email address show up when I reply-all?

    If you are being cc'd on emails when you reply-all, it sounds like Preside does not know your email address. That can happen for various reasons (one of which is when you use DOMAIN\user as your login). In order to inform Preside about all of your email-addresses, please navigate to More > Advanced > Aliases. Then tap the + button at the top right and add your email address. You can add multiple addresses and you should add any email address you would like to be considered as 'you'. Those email addresses will be filtered out when you 'Reply-All'. You will also get a better looking 'Thread' view since your sent emails will properly formatted as such, once the app knows which ones are yours.

    If all of your email addresses have been added as Aliases, and you are still being included when replying to all, please check to make sure the "Reply all includes myself" setting is OFF in Sending preferences.


  • How can I Cc someone when composing an email?

    You can show the CC line by tapping the Menu Button actions at top while composing an email and then choosing Show CC & Bcc.

    You can 'always' show the CC line by navigating to More > Advanced > Mail Headers. Then tap on 'CC' and set the Visibility option to ON.


  • Why has TextExpander expansion stopped working?

    • iOS7 & Later

      Unfortunately, Apple has forced TextExpander to modify the way snippets are shared with other apps on iOS7. In order for Preside to update itself with your latest TextExpander data, you will need to explicitly force this update.

      Please navigate to More > Sending and toggle the TextExpander option OFF and then back ON.

      Please also make sure that you have updated your device with the latest version of the TextExpander app.

    • iOS6 and earlier

      Please run the TextExpander App and then start Preside

    • All iOS versions

      If you are using the HTML editor for composing your email, please try entering some blank spaces or lines before the snippet.


  • How can I automatically Bcc myself when composing an email?

    Navigate to More > Sending and enable the 'Always ccc myself option' in the 'Addressing' section.


  • How can I change my signature?

    The easiest way to change your signature is by clearing out the xsl and editing from a blank slate. This process will accomplish that:

    • Navigate to More > Sending
    • Tap on the line that says Signature
    • Tap None
    • Tap on 'Signature' again
    • Tap Edit
    • Enter whatever text you like

  • How can I use an html signature with images?

    In order to use an HTML signature, you must first configure the app to use the HTML editor when composing messages. In most cases, that is setup by default. If not, you can change that by changing the Editor option on the Sending preferences screen. When the app is configured to use the HTML editor, there are two options for including HTML and images in your signature.

    The recommended option is to use raw html with images that are hosted on the web and that are referenced within the html in your signature. The advangate of this approach is that image attachments are not included with every email sent.

    To set up an HTML signature using image references, you can do the following:

    • Navigate to the Sending preferences
    • Tap on the line that says Signature
    • Tap Custom
    • Tap on the Menu button, second from the left at the top
    • Choose 'Show Source'
    • Use the pasteboard to 'Select all' and delete all of the content
    • Enter <html>on the top line
    • Enter the html code for your signature. You could also 'import' this code from your Dropbox account or iCloud by tapping on the Menu button again and choosing 'Import'
    • Enter </html>on the bottom line
    • Tap 'Save' at the top right
    • Example:
      <html>
      • <div>
        • <br/><br/>
        • Sent from my iPhone<br/>
        • Preside - real email for mobile<br/>
        • <img src="https://preside.io/images/PresideIcon.png" style="width:32px;"/>
      • </div>
      </html>

    It is also possible to setup an html signature using image attachments. In some respects this is a little easier because it doesn't require using raw HTML code. To do this, do the following:

    • Navigate to the Sending preferences
    • Tap on the line that says Signature
    • Tap Default to revert to the Default signature
    • Tap the Signature line again
    • Tap on the 'Custom' line
    • If the XSL or HTML code is showing, tap on the Menu button second from the left at the top and choose 'Hide Source'
    • Use the Attachment paperclip button at the top to add an image
    • Use the various buttons above the keyboard to style the signature with fonts and colors
    • Tap 'Save' at the top right

  • How can I remove the >'s from my replies?

    You can change this by navigating to More > Sending. Then scroll to the 'Formatting' section and disable the 'Increase quote level' option.


  • How can I can send an email to a group of contacts?

    Unfortunately, there is no way to easily send an email to a group of contacts in the current version of Preside. That being said, this can be accomplished using the same techniques as the iOS Mail app. The instructions for that are provided below. After following the instructions, the contact group should be available in Preside/eMailGanizer.

    • Open the Contacts app (it's inside the Extras folder by default)
    • Tap the Add (+) icon.
    • Enter the name of the group (such as 'friends' or 'work') in the Last field.
    • Scroll down to the Notes section. We're going to use this to write out the email addresses. You need to surround each mail address with greater than and less than symbols and place a comma between each one. For example <John@work.com>, <Jane@work.com>.
    • Tap and hold the names to bring up the contextual menu. Tap Select All and Copy.
    • Tap Add Email.
    • Tap and hold the Email field and tap Paste.
    • That now creates a contact with a single name but multiple email addresses. Open the Mail app and tap New. Now enter the name of the group into the To field. It will turn blue, indicating that it is a contact. When you send the email it will go to all the people whose email addresses you added to Contacts.

  • There's an incorrect email address that appears when I'm choosing recipients. How can I remove that address?

    The best option when this occurs is to simply ignore the entry. Over time, as you select other addresses, the problem address will fall to the bottom and disappear.

    Alternatively, the problem email address could be removed by deleting all of the emails in which it appears. This would require emptying the Trash, as well.

    A final option is to disable the use of email history for autocompletions. That is accomplished by tapping on the "Autocompletions" line in the Sending Preferences. On the next screen, uncheck the 'Email History' option.


  • How can I resume editing of a previously saved draft email?

    To resume editing of a draft, please do the following:

    • Navigate to the email
    • Tap the Reply button reply button near the top left
    • Choose "Edit Draft"

  • I have a few different greetings and/or signatures. How can I choose between these when composing?

    If you're just looking to have a different entry for each account, you can navigate to the 'Identity' for the account from the More > Identities screen, and enter a custom signature, greeting, and/or valediction for that Identity. That entry will be then be selected automatically when composing emails to be sent from that account.

    If you'd like to have a multiple signatures, greetings, or valedictions for the same account, you can set up multiple Identities for that account. The easiest way to do that is to navigate to the default Identity for the account from the More > Identities screen. Then, tap the Menu button near the top left and choose 'Duplicate'. On the next screen, enter a Nickname for the identity along with the greeting, signature, or other information specific to the new identity. After saving the new identity, you can load that identity while composing an email by tapping the Menu button and choose 'Load identity'.

    It is also possible to tell Preside to ask you for the identity to use before the compose screen is launched. To do that, navigate to your account and tap the Advanced line. On the next screen, scroll to the bottom and select 'Choose Later' for the various entries in the Identities section. Tap Save to save the changes.

    It is also possible for Preside to automatically select an identity based on the folder in which the email being responded to resides. To do that, navigate to the Folder and tap the Menu button, and choose Settings. On the next screen, select the desired identity for the entries in the Identities section and Tap Save.

    An alternative to setting up different identities is to use the Snippets feature and Snippet Expansion. To do that, go to the More > Sending screen and enable Snippet Expansion in the Expansion section. Then, tap on Snippets and use the + button to add a snippet for each of your greetings, signatures, or anything else. Be sure to include a keyboard shortcut when adding the Snippet. When composing, you can insert the snippet contents by typing the keyboard shortcut.

    It is also possible to have different greetings inserted based on the Recipient of the email. You can learn more about in this answer: How do I setup a custom greeting, valediction, or signature for specific recipients?


XSL


  • What is all that gobbledygook when edit my signature?

    If you're trying to edit your signature, you might have encountered some weird, confusing text. That text is an XSL style sheet. It provides very sophisticate formatting for email templates.


  • When do I need to use XSL?

    In most cases, you do not need to use XSL. It is only necessary when you want variable substutions when composing emails. Most signatures and valedictions do not need substitutions and, as such, do not need any XSL. The standard greeting does substitute recipients names as they are entered, so that one does require underlying XSL, but the WYSIWYG editor shown when you edit that greeting from More > Sending is usually sufficient to allow editing of the preceding salutation without delving into XSL.

    If you want to use different greetings, signatures, salutations, ... depending on the recipients, subjects of emails, or any other sort of conditional, then you will need to work with some raw XSL code.


  • What are quickparts, snippets, and templates?

    The terms refer to the various tools within the app that assist with composing emails. All three of these tools allow for plain text, html, nothing, or XSL. In fact, the implementations of these tools are generally the same. They differ in where and how they are used. A brief description of each term follows.

    • Snippets are content that you can insert while writing an email by tapping on the {} button or by entering an abbreviation that matches one previously setup for a snippet. These snippets can contain XSL if they need substitution.
    • Quickparts are special snippets used for certain components of emails. Specifically, there are quickparts for signatures, greetings, valedictions, reply attributions, and forwarding headers. Like other snippets, these can contain XSL, HTML, or plain text. It is expected that users will customize these quickparts to their own liking.
    • Templates define the structure for full emails. There are templates for new emails, replies, and forwarded messages. In most cases, it is not necessary to customize these. That being said, some users do add templates that they then choose between when sending emails.

  • How can I import quick parts, snippets, or templates into the app?

    Copy the file you are editing onto your iCloud Drive, Dropbox account, or one of your other storage accounts. For the quickparts and templates, you can navigate to the particular item and choose 'Custom' to get to the XSL editor. On the next screen, tap on the Menu button nd choose 'Import'. For the snippets, you can tap on the 'Snippets' line in the Sending preferences. From there, tap on the Menu button and choose 'Import'.


  • I'm using the WYSIG editor. How do I insert substitutions?

    Near the top of the screen, you'll see the 'Snippets' button. Tapping on that will show a list of snippets over the keyboard. Tapping on a snippet that contains XSL will insert it into the editor with its name boxed. Later, when you reply to an email, that boxed snippet will be replaced with the appropriate information.


  • How do I edit raw xsl directly?

    While you're in the Xsl editor, tap on the Menu button and choose "Show source".


  • How do I edit HTML directly?

    While editing a quickpart, tap the Menu button and choose "Show source". Clear out the text and then enter html. The html you enter MUST start within <html> and end with </html>.


  • How do I setup a custom greeting, valediction, or signature for specific recipients?

    This is the type of thing that does require editing of XSL in order to create a new quickpart. You can refer to this annotated sample file for an example of a custom greeting. You can download that file from here. Hopefully, the annotated version is explanatory enough and you'll be able to replace the sample greetings and email addresses with your own.


  • What's the recommended process for getting these just right?

    It usually takes a few iterations to get these right. As such, it usually makes sense to use a desktop/laptop computer to work on these nd then import them into the app. A good approach to run this sample XML file with your XSL file with a command like, 'xsltproc sampleCustomGreetings.xsl sampleEmail.xml' to see what gets output. When it's to your liking, copy the file to your iCloud drive and import it into the app


  • Is there a DTD, XSD, or any sort of documentation?

    Unfortunately not. For now, you'll need to figure out things from the various sample files. You can download all of our system quickparts, tempates, and sample XML data files as a guide. Also, we're happy to answer any questions you might have and/or provide help. Please send us emails as info@preside.io with questions.


  • This seems overly complex. Are there any other options?

    We do understand that this is overly complex. Hopefully, we can eventually add some other options. If you've got any suggestions, please send them are way, or just tell us what you'd like to accomplish. Maybe, as we get a feel for the types of things people are doing, we can simplify things a bit.