Email Templates are predefined message format that can be sent in ease whenever required. You can customize your own Email Template in a standardized way.
Steps to follow:
- Go to Receiving App from the App header bar.
- Click on the “More(...)” icon -> “Settings” -> “Email” -> “Email Template”.
- Click on the “Create” button.
- Fill in the required details :
- Template - Name of the Email template.
- Subject - Subject of the Email template.
- Message - Content of Email template.
- Insert Attributes - This special feature, allows you to insert the default attributes found in the Receiving App. These are the attributes which are standard and also customized based on your requirement.
- Available for Compose Email - Sliding the toggle ON, will make this template as the default one when composing emails.
- Available for Notes - Sliding the toggle ON, will make this template available when creating notes.
- Click on the “Create” button. A new template is created.
- You can edit the created template using the “Edit” icon or delete using the “Delete” icon.
- This template will be available while composing an email.
- As the toggle is enabled for Available for Notes, it will be listed in the template section of Notes.
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