Create New Email Templates

To use the Job status change submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To create a new email template:

1. On the main toolbar, click Settings .
2. In the left pane of the Settings screen, click Projects & Jobs > Job Status Change.
3. On the grid toolbar, click Email Template Setup .
4. In the Email Template Setup dialog box, click Create New Email Template.
5. You can edit the following by double-clicking on the corresponding fields and either selecting the applicable options from the drop-down list or providing the necessary information:
   • Type: Use this to select the template type for your email template.
   • Template Name: Use this field to identify a descriptive name for your email template.
   • Subject: Use this field to identify a subject for your email template.
   • Company: Use this to select the applicable company from the drop-down list.
   • Append Signature: Select this if you want to append your signature when using the email template.
6. In the right pane, create the body of your email template, apply formatting as needed, and then click Save.
7. Click to close the Email Template Setup dialog box.