How do I set up an email template for documents?

To create a template to use when sending a document via email:

  1. Click on Create -> Document:Image_2018-11-08_at_3.49.27_pm.png
  2. Click on any existing Document template:Image_2018-11-08_at_3.51.11_pm.png
  3. Click on the email icon at the bottom right of the screen:
    Image_2018-11-08_at_3.38.21_pm.png
  4. Click on Manage Email Templates for Documents:
    Image_2018-11-08_at_3.40.05_pm.png
  5. Select the + Add Template button:
    Image_2018-11-08_at_3.41.16_pm.png
  6. Enter your template details and select Save Template:
    Image_2018-11-08_at_3.44.48_pm.png
  7. You'll then see the new template in the template gallery:
    Image_2018-11-08_at_3.47.13_pm.png
  8. And be able to choose it from the dropdown list of options when you email a document:Screen_Shot_2018-11-08_at_15.48.05.png

Need More Help?

We understand that not everything is black and white, so if you need some help, click "Submit A Request" ticket and one of our team will help you out as soon as possible.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk