Create an Email Template

Use the Email Templates submodule to create email templates.

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

To create an email template:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company for which you want to create an email template.
3. In the left navigation pane of the Settings screen, 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.