Skip to main content

Creating a Draft or Template response from a received email

This blog is inspired by a suggestion mentioned as a feature request on Twitter, where I often visit to answer questions related to Gmail and Google Accounts. 

The suggestion was about including an option to make drafts from received email with attachments, without going through the rigmarole of downloading and uploading attachments and also to create a Template response out of it.

Given what Gmail presently has. it is possible to make both those things happen. Ideally, the second option should be a "No", because one of the known deficiencies of the Template responses is that it won't take in the attachment file, which is central to this blog. However, a workaround exists, which we shall use.

To begin, here is the test email that we propose to convert into a draft and later into a Template response. It has some text content and a PDF file as an attachment.

The first thing we do is to save the attachment in Google Drive by hovering the mouse pointer over the attachment and clicking on the "Add to Drive" icon.

That done, click on the Forward option. It can be found either below the received email or by clicking on the 3-dot (overflow) menu at the right of the Reply icon.

Once done, in the compose window for the Forwarding email, click on the "Type of Reply" down arrow and then click on "Edit subject".

Amend the Subject of the draft, add/remove the necessary details and then finally click on the "x" icon at the top-right of the window to save and close the draft. You can confirm the draft is created and saved by clicking on the Drafts label in the Gmail left panel.


Now we discuss the second part of the question where we convert a draft into a Template response. To proceed, click to open the Draft, and then follow the steps in the screenshot below to save it as a Template.



The Template is now created, but because of the previously referenced issue, when you proceed to insert it, it will get inserted without the attachment. To correct this, we click on the Gmail Compose button and insert our newly created Template response.


This is where our very first activity of saving the attachment file to Google Drive comes handy. 

We now click on the "Insert files using Drive" icon at the base of the Compose window, as shown in the screenshot below.


Then, we select the attachment file and click on the blue Insert button.


This should insert the attachment file as is seen in the screenshot below. Thereafter it is the simple matter of overwriting the Template response.



Comments

Popular posts

Gmail 101

Wendy Durham (CWD in her A Gmail Miscellany blog and wdurham in the Gmail Help Forum ) was a Product Expert and a prolific contributor when it came to explaining the intricacies of Gmail and Google accounts. Due to changes to Gmail and Google Accounts over the recent years, some of her well-known blog articles are no longer applicable. The three most used articles have been updated here to be consistent with the current version of Gmail and in some cases, Google Account. This will keep them useful going forward as a tribute to her dedication to user education. The current version of the article is updated based on the changes introduced in the Gmail UI as of January 2022, following the announcement here .  All your Gmail basics in one place! A primer for new users of Gmail, which explains how to find your way around Google's innovative email service and to perform the basic email tasks of reading messages, sending messages and organizing your mail using Gmail's web interfac...

Revisiting Canned Responses (Templates) in Gmail

I wrote my first blog on Canned Responses here - Exploring the Advanced Tab in Gmail Settings: About Canned Responses , noting "Believe it or not, there is no article on Canned Responses in the Gmail Help Centre. Probably because it has always been a lab feature in the past and now included under the Advanced tab under Gmail settings in the new Gmail. So, today we take a look at this very popular feature in Gmail and the different ways we can use it.". That has remained the case, so with a change of UI, there is a need to rewrite the tutorial on how we can perform the following functions for a Canned Response or as they are now known, Templates . Create a Template Insert a Template Edit or Overwrite a Template Delete a Template Thankfully, the prerequisites haven't changed. To start using Templates in Gmail, it needs to be enabled from the Advanced tab under Gmail settings. As always, be sure to click on the Save Changes button on the bottom of the page. ...