To create a template to use when sending a document via email:
- Click on Create -> Document:
- Click on any existing Document template:
- Click on the email icon at the bottom right of the screen:
- Click on Manage Email Templates for Documents:
- Select the + Add Template button:
- Enter your template details and select Save Template:
- You'll then see the new template in the template gallery:
- And be able to choose it from the dropdown list of options when you email a document:
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