---
title: "Sending Emails to Clients"
url: https://help.usepixie.com/en/articles/5208664-sending-emails-to-clients
collection: "Email"
updated: 2026-10-06
language: en
---

# Sending Emails to Clients

_Note: Our_ [_Feature Overview_](https://help.usepixie.com/en/articles/5235039-feature-overview.md) _page has a comprehensive video that will familiarize you with Pixie's_ **_Email_** _feature._

There are several ways to send emails to your clients.

[Automated and manual emails](https://help.usepixie.com/en/articles/5208629-email-subtasks.md) can be included as subtasks within a task.

For a one-time email and file exchange within a task, that includes chat functionality, you can create a [client task](https://help.usepixie.com/en/articles/5208567-client-tasks.md).

From your **Email** list, you can click the **New Email** icon.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100631_5486.png)

While in a [client’s details page](https://help.usepixie.com/en/articles/5208667-client-details.md), you can click the **Send new email** icon at the top right.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100631_6139.png)

You can also open your [client list](https://help.usepixie.com/en/articles/5208679-client-list.md), select one or more clients, and click **Send new email** at the top. (To narrow the list to only a specific type of client, you can apply a [client filter](https://help.usepixie.com/en/articles/5208677-filtering-the-client-list.md).)

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100631_7580.png)

Or, from any Pixie screen, you can click the **Add** icon at the top, and choose **Send new email**.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100631_1909.png)

To attach files, use the **Attachment** icon at the bottom, and if needed, enable the **Secure attachments** slider at the top. If the client is to upload a form, click **Request files** at the bottom, which inserts the URL to the customer’s secure portal.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100631_2644.png)

All sent emails will appear in the client’s **Emails** tab, in the **Sent** folder. If the client needs the passphrase to access secure files, that can be found here as well.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100631_7177.png)

See also: