Email Template

Email Template is present in the Application Settings.

Clicking on the Email template opens a page like the below that has the list of existing email templates.

To create a new email template, click on the "Add" button on the left. The below screen appears.

Give the template a relevant title and choose the ‘Applies to’ field. This can be a contact/ company/ Matter / Invoice based on the type of email and to which category of people it has to be sent. Type the description and subject of the email. Now the template can be either browsed from the local computer or created online and saved.

Basic Email templates can be built to send mails quickly containing information that doesn't change from mail to mail.

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