E-mail Templates

Templates are available when you use the E-mail Editor in the Web views.

Use templates to store reusable e-mail content so that your users can quickly create e-mails when standard responses are required. A template can contain Subject, Body and Attachment information.

To create a template:

All users who have access to the Web View – Manage E-mail Templates can create and edit templates.

To create a template, open the E-mail Editor to create a new e-mail. Click the Templates tab and click Add a new template.

By default, the new template is filled in with any subject, attachment and body text that was entered in the e-mail you added the template from.

Enter a Name for the template, as well as any subject, attachment or body text that you want in the template.

Click OK, and your new template will be available in the Templates list for all users who have the feature Web View – Manage E-mail Templates.

To use a template:

All users who have access to the Web View – Manage E-mail Templates can use templates.

To use a template, open the E-mail Editor to create a new e-mail. Click the Templates tab and select the template you want to use. Click Apply the selected template.