Creating an email template

To create an Email Template, follow the below steps;

  1. Enter Settings.
  2. Enter Emails.
  3. Click + Email Template.
  4. Enter a name and description for your Email Template, then click Add.

Each of the Email Template's fields are explained below. When you have finished templating, click Save.

Subject

Enter into this field the Email Template's subject, which can include the use of Data Markers.

If this field is left blank, the default subject is used, which reads as follows;

Matter Template Name of Matter Address Line 1 for First Client's Surname [ITR Code]

For example;

Sale of 33 Test Road for Charles [ITR:BO4F-1915C]

Compose

Enter into this field the Email Template's body of text, using the text formatting tools as required.

Name

This is the name that was entered when the Email Template was created. It can be amended using this field.

Description

This is the description that was entered when the Email Template was created. It can be amended using this field.

Default To Addresses

Enter into this field email addresses that, by default, should appear within the To field when the email is generated. Multiple email addresses can be entered using a comma separated list.

Associated Documents

Clicking on this field will open a drop-down menu of all PDF files saved within Document Templates. Select the files you wish to be automatically attached when this email is generated.

Data Markers

The Data Markers tab contains a list of all Custom Fields. The search bar allows you to search for a Custom Field by its Data Marker. After you have located the relevant Custom Field, the Insert button allows you to place it into the email's subject or content.

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