About this feature: Email Templates can be written and saved to expedite the communication of frequently sent messages.
New Feature: Email Templates can now be saved from the Send Email page by selecting File and then “Save as Template” in the email composition box.
- Go to Communicate, then click on “Email Templates” found in the sidebar under Email
- Click the [+] button in the “Template” header (or click the [+ New Email Template] button at the bottom of the page).
- Enter a Template name (maximum 200 characters): Only visible to admins, will not be seen by email recipients.
- Optional: Enter a Description. Only visible to admins, will not be seen by email recipients.
- Module: Select which administrators can use the Template.
- Enter the email Subject (maximum 200 characters)
Tip: Click [+FN] or [+LN] to automatically include the first or last name of the recipient in the subject line.
- Enter the Body of the message (text only). This content can be edited when sending an email message.
- Optional: Add Attachments from the Document Library. The combined size of the message plus any attachments cannot exceed 10MB.
- Only the Document Library files associated with the Module you have selected for this template will be displayed.
Note: If the attachment you want to use has not yet been added to the Document Library, you can add it from here by clicking the [+ Create New Document] button below the list of existing files. When adding a new file in this context, the module for the file will be automatically selected to match the one that is selected on the email template.
- Click the [Save] button