Email Templates

Before you begin

This section describes how to create a new email template or edit an existing one.

Procedure

  1. Select Correspondence > Email > Templates. The Email Template window appears.
  2. Click Add to create a new template. To edit a template, select one first via Select Template, and click Edit.
  3. Name the new template, and compose the body of the email. You can free-type within this section, as well as insert a variety of fields that populate with data upon sending.

  4. Click Save to save the template.

Results