- Adding a New Template

Navigate to"Settings > Templates > New Template".

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• Select the "New Template" button.

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Enter the following information in the fields provided

• Folder: Select availability of this template for all users or only for your use (Public vs. Personal).
• Template Name: Give the template a name.
• Description (Optional): Describe this template (esp. if being shared with other users).
• Subject: This will be transferred as the Subject line of the email.
• Email Body: In the HTML editor, provide the actual content. This can be email text, or tables that include field markers. You can create invoices, work orders, etc from scratch here.

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• Click "Save" when finished.
• Upon saving, you can click "Edit" to edit the template further, "Cancel'" to return to the template list, "Delete" or select "Duplicate" to clone the template and edit a new version as needed.