WorkBook

Download an Email Template

Use Email Templates in the Folders, Reports, & Documents submodule in the Settings module to download an email template as a PDF file, a Word document, or an image file such as PNG or JPG.

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

To download 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 that contains the template that you want to download.
  3. In the left pane of the Settings page, click Folders, Reports, & Documents > Email Templates.
  4. In the grid, highlight the template that you want to download.
  5. On the right sidebar, do one of the following:
    • To download the template as a PDF file, click Download as PDF .
    • To download the template as a Word file, click Download as Word Document .
    • To download the template as an image, click Download as Image .
    WorkBook saves the file on your computer.