INSZoom:-Creating and Utilizing Email Templates
These templates give users the ability to make case management and communication more efficient by using commonly drafted emails.
Creating and Utilizing Email Templates
NOTE: You will need to have "View and Update" access for the Knowledge Base to create email templates. Please contact the Super User/Administrator of your firm to see if you have been granted access.
Follow the below steps to create and utilize email templates:
- Navigate to 'Setup' and click 'Knowledge Base'.
- Select Email Templates' in the left-hand menu.
- Once there, select the drop-down option for 'Add New Email Template'. This will open an email message editor.
- The required fields for any email template are title, subject, and description.
- Enter the message details/text into the template, and once completed, click 'Save'. You can also attach documents or e-Consent.
- In order to use this email template, create a new email from either the case, client, or corporation level.
- Click 'Select Message' >> 'Firm Defined' and find the email template you've created.
- Select 'Choose' and it will populate in the email you've opened.