Click > settings tab
Click > Email templates
Click > Add email template
Enter > Email template name and a description of the e-mail
Note, if you call it the same name as another e-mail on the system, a box will appear in the right hand screen asking you to give the email another name
Click > add
Begin to type your new e-mail.
Everything you write in the template box (left-hand side of the screen) will appear in the preview box (right hand side of the screen)
Data markers, make it quicker and easier to enter data.
To insert a data marker into the e-mail, click > **data marker tab **
If you wish to add for example the agents e-mail address into the email you would type
*Note, The preview will show e-mail [email protected] This is demo data. When you are adding an email on an actual matter, the data marker will drag the matter data, so the e-mail address will match your matter client. *
Continue using the data markers and helpers until your e-mail is complete.
You can edit the style of your e-mail here
Click > **save changes **
Your e-mail is now saved with the other e-mail templates.
When you are on a matter and wish to send this e-mail, you will be able to select it from the drop down menu.