The Email Templates/Message Templates are pre-organized message formats that you can send to your records. You can design an email template to make your email look standardized rather than sending plain text.
Note: All the created email templates are app-specific. That is, an email template created in the Cash Management App cannot be accessed from any other apps.
Steps to create Email Templates
- Go to the Cash Management App.
- Click on the "More (...)" icon and select the "Settings".
- On the Settings page, click on the "Email" and select "Email Templates".
- Click on the "Create" button.
- In the Create Template, specify the following:
- Template - Name of the Email template.
- Subject - Subject of the Email template. Message - Content of the Email template.
- Insert Attributes - This special feature, allows you to insert the default attributes found in the Cash Management app. These are the attributes that are standard and also customized based on your requirements.
- 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 “Create”.
- Once created, you can update the email template by clicking on the "Edit" icon. Also, you can delete it by using the "Delete" icon, if needed.
- You can view the created template on the Compose email.
- The created template will be available on the Notes tab as well.
