The Email Templates screen is designed to add email and SMS templates to TFS. It is a similar concept to using fields on Mail Merge documents.
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For a new company, all email templates are blank. - From the Category drop-down list, select an email template category.
- Select the security permission level.
- Select the template context, group or user.
- Click the New button. The Email Template dialog will be displayed.
- Enter the name.
- Click the Short Name Copy button (
 Image Added) if the short name is to be the same as the name.
OR
Enter a short name. - Click the OK button. The Email Template dialog will close.
- Enter the subject heading text.
- Enter the message body text.
- Place the cursor where a field is required.
- Select the field from the Field Codes drop-down list.
- Click the Insert button.
- Repeat steps 10-12 for every field to be inserted.
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Templates are saved automatically. |
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