Email templates

Email Templates can be used to automatically generate customised email content on a matter.

Include Data Markers in your templates to recall Matter and Stakeholder information automatically into the email.

Learn how to send a template on a matter, here.

Creating a New Email Template

  1. Navigate to Settings > Emails
  2. Select + Email Template
  3. Name: Provide a name which will be used when selecting the template on a matter
  4. Description: Provide any information that will help users understand what the template should be used for
  5. Create

You will be directed to the Edit view of the new Template where you can input its content.

Editing an Email Template

  1. Subject: Enter a subject title for the email
    If left blank the default subject will be used: {{matter.template.name}} of {{matter.address.line1}} for {{stakeholder._client.1.surname}}
    Emails generated from an Esignature task will automatically use the subject line "Request to sign [document name]".
  2. Compose: Provide the body of the email
    Users are still able to edit this when generated on a Matter.
    Use the ribbon tab to format your email
  3. Name: Provide a name for the template which will be used when selecting the template on a matter
  4. Description: Provide any information that will help users understand what the template should be used for
  5. Default to addresses: Provide any email addresses which should be automatically included in the 'To' field when generated
  6. Default CC addresses: Provide any email addresses which should be automatically included in the 'CC' field when generated
  7. Default BCC addresses: Provide any email addresses which should be automatically included in the 'BCC' field when generated
  8. Associated Documents: Choose any PDF document templates saved to InTouch that should be automatically attached to the email when generated

Data Markers

When editing an email, the Data Marker tab provides a list of all the Data Markers associated with your account. These are either built in, or have been created within your Matter Templates.

Inserting a Data Marker

  1. Navigate to the Data Markers tab
  2. Use the search bar or filter through your groups to find the required marker
  3. Use the actions menu to:
    1. Insert into the top of the template
    2. Insert into subject
    3. Copy to clipboard
For further guidance on configuring your InTouch templates, watch our short training video!

Check for errors

Before saving your template, select 'Check for Errors' to ensure your data markers are formatted correctly.

Assigning Emails to Folders

Keep your email templates organised using folders:

  1. Add Folder
  2. Provide a Name for the folder
  3. Create

To add emails to the folder:

  • Drag and drop any existing emails
  • Within the folder select + Add Email Template
When you generate an email on a matter, the email templates will be stored in the created folders.

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