How to Add an Email Template

For a new company, all email templates are blank.

1. From the Category drop-down list, select an email template category.
2. Select the security permission level.
3. Select the template context, group or user.
4. Click the New button. The Email Template dialog will be displayed.
5. Enter the name.
6. Click the Short Name Copy button () if the short name is to be the same as the name.
   OR
   Enter a short name.
7. Click the OK button. The Email Template dialog will close.
8. Enter the subject heading text.
9. Enter the message body text.
10. Place the cursor where a field is required.
11. Select the field from the Field Codes drop-down list.
12. Click the Insert button.
13. Repeat steps 10-12 for every field to be inserted.