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 left-hand nav menu choose Templates > Email Templates. Click the Add New button.
Fill out the fields of the Template and then click the Save & Close button when done. See below for an explanation of each field. To use the email template, select it from the Email Template dropdown when you are composing an email.
|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. You can copy/paste your email into this field if desired. Use the formatting bar at the bottom of the field to format your text.|