Email Inboxes

The Inbox feature allows you to read and manage emails directly within Double, enabling seamless collaboration, delegation, and improved visibility across your team.

With built-in commenting, task creation, and a shared email history for each client, Double Emails ensures nothing falls through the cracks.

Emails is designed to simplify your workflow by keeping your emails, tasks, and team communication in one place.

To access Emails, click Inbox at the top of your screen.

When a practice email is connected in your Practice Settings, this will also enable your practice inbox.

Double Inboxes are designed to bring all your email communication, collaboration, and task management into one seamless in-app experience.

Instead of forwarding emails or switching to Slack for discussions, you can collaborate inside an email thread using Double's built-in commenting feature.

This helps teams work together efficiently without losing context.

Turn any email into a task to ensure follow-ups and accountability.

This prevents important action items from getting buried in your inbox.

Gain full visibility into client communication by seeing all emails exchanged with a client in one place.

Emails helps you manage your emails efficiently:

Double ensures that only authorized team members can access emails. Control who can see and manage emails for specific clients.

To grant Inbox viewing permissions to your users:

To disable the Inbox feature entirely, go to your Practice Settings > Manage Users > Emails and select "Hide Inbox tab for entire practice."

Control optional personal inbox access to your users by going to Practice Settings > Manage Users > Emails > Personal inbox access column (Quick link).

At this time, Double Inboxes only supports connecting Gmail and Outlook-based email accounts.

If you do not use one of these two providers for your email system, you can continue to use your practice email to send emails from Double, but you will not be able to read emails inside your Inbox tab.

If your inbox shows as disconnected in Double, here's how to restore access:

Once reauthorized, Double will regain access to all emails that were missed while the inbox was disconnected..

If reauthorizing doesn't resolve the issue, you can revoke access and reconnect the inbox from scratch.

Your inboxes are grouped by Personal and Practice sections. When composing emails, you’ll see a "From" dropdown grouped by inbox type.

All emails sent to or received from any contacts for the client will appear in the Email History > Client Email History tab.

If an email requires follow-up or action, you can turn it into a task directly within Emails.

This keeps emails actionable and prevents important tasks from being lost in inbox clutter.

Your first practice email inbox connection is free as a part of Core, Plus, and Scale subscriptions. This lets your entire team read, respond to, and collaborate on emails sent to your practice email, at no added cost.

Connecting additional practice emails, as well as adding any personal inboxes, costs an extra $10 per email per month.

If you see a message that says "Unable to retrieve email preview. This email may have been deleted in another location." Double is unable to load the email preview.

The most common reason is that the original email was deleted or the email account it came from has been disconnected from Double.

Next steps:

In order to retain historical emails between clients & that user's inbox, we recommend keeping their Gmail or Outlook email account active until after the connection has been removed from Double.

You can remove a personal inbox by: