Create an Email Template

Use Email Templates in the Folders, Reports, & Documents submodule in the Settings module to create email templates.

To use Email Templates, you must have access to Settings as defined in User Access Rights under Settings.

To create an email template:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company for which you want to create an email template.
3. In the left pane of the Settings page, click Folders, Reports, & Documents > Email Templates.
4. On the grid toolbar, click Create New Email Template .
   WorkBook displays the template in the grid.
5. On the right sidebar, use the editing tools to customize the template and click Save.
6. To select a template type, double-click the Type cell and select an option.
7. To specify a template name, double-click the Template Name cell and specify a name.
8. To use the template for a specific Company, double-click the Company cell and select a Company.
9. To specify a subject line, double-click the Subject cell and specify a subject line.
10. To append your signature to the template, select the Append Signature check box.