Create Email Template

Email Templates are a list of boiler-plate emails that you create for the kinds of emails your firm sends repeatedly. They allow you to create huge time-savings on email related tasks and also standardize the message that clients and others hear from your firm.

From the Manage dropdown menu choose Email Templates. On the Manage Email Templates screen, click the down arrow to the right of Manage Email Templates and choose Add Email Template from the dropdown menu.

Fill out the fields as follows:

Subject *Required The template name. This will become the subject when used in an email, although you will be able to edit it as you draft the email
Body *Required The body of the email
Save and Close Save the template  and return to the Manage Email Templates  screen.
Close Close the screen without saving and return to the Manage Email Templates screen.
Updated on December 7, 2016

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