To create an email template, click > ‘Settings’.
Click > ‘Email Templates’.
Input ‘Email Template Name’ and a ‘Description’ of the email.
Please note: If you were to give the email template the same name as an existing one on the system, a box will appear in the right-hand screen asking you to give the email template an alternative name.
Click > ‘Add’
Begin to type your new email template.
You can edit the style of your email template here:
Data Markers make it quicker and easier to enter data. More information about their usage can be found in this help document
To insert a data marker into the email, click > ‘Data Markers’.
If you wish to add a data marker for the Client Correspondence Address City into the email template, for example, you would type:
When the email template is complete, click > ‘Save’.
Your email is now saved with the other email templates.
How Do I Use the New Email Template?
Within the relevant matter, click > ‘Docs & Emails’.
Click > ‘New Email’ and select the saved email template.