How do I set up an email template for documents?


  1. Click on the Create button and select Document
  2. Click on any existing Document template 
  3. Click on the email icons at bottom right of the screen

  4. You will be taken to the "Email Document" screen, shown below:

  5. Click on the link Manage Email Templates For Documents
  6. Select the + Add Template button

  7. Enter your template details and select Save Template


  8. You will now be able to use the template when emailing documents by selecting the template dropdown when creating a document

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