On my view screen, I can choose a spot for the user to click on a link to download a document template as in the picture below.
I would like the ability to do the same thing with e-mail. There would be a link that says something like "Email Client with Approval", which would bring up a predefined e-mail template in preview mode (ie already merged), ready to send when I click the "send" button. The user could make changes or add attachments before sending. Is this possible?
Workflow Actions send the e-mail without any preview, which means that the user can't make changes or at attachments...also I wouldn't have control over the placement of each link. I could create a separate workflow process for each one, with a single action per process maybe? But this could get messy.