Pre-defined email templates may be customized to meet your business needs. Once you have customized it, you will save the template back as a new template or document for future use.
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From the Send Email screen, click the template icon in the editor toolbar.
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Click Pre-Defined Templates.
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Click the desired template. The Email Text (body of your email) will be automatically populated with the template.
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Make any desired changes to your email.
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Save the template by clicking the Save icon in the editor toolbar.
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Enter a Save Name and optional Description for the new template.
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Select one of the following save options:
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Save the text as a new document: Select this option if you wish to save the template as a document, which allows you to retrieve the template at a later time, make modifications, and save it as the same document (overwrite the previous document). NOTE: When you save a template as a document, it will only be available to the user who created the document.
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Update an Existing Document: Select this option if you would like to save your changes to an existing document.
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Save the text as a new template: Select this option if you wish to save it as a new template. NOTE: Templates may not be updated, any time changes are made to a template, you will save it as a new template.
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Click OK.
