To set up an email template for notes follow the instructions below:
- Firstly create a note by clicking on the Create button and then select Note
- Add your note content and select to Save And Continue
- To email the note click on the email icon at the bottom right of the page
- Then click on the Manage Email Templates For Notes link highlighted below
- Select the + Add Template button
- Enter your template details and select Save Template
- You will now be able to use the template when emailing notes by selecting the template dropdown when creating a note
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