WorkBook

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Download an Email Template

Use the Email Templates submodule to download an email template as a PDF file, a Word document, or an image file such as PNG or JPG.

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

To download 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 that contains the template that you want to download.
  3. In the left navigation pane of the Settings screen, 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 in your machine.