Creating an email template

  1. Select Settings > Correspondence > Manage Email Templates. The Manage Email Templates page is displayed.
  2. Click New. The Add Email Template page is displayed.
  3. Specify this information:
    Name
    The name for the email template.
    Description
    A brief description about the email template.
    Business Type
    A business type for the email template.
    Document Type
    A document type for the email template.
    Folder
    Select where you want to store the template.
  4. Select the Auto Append User Email Signature check box to automatically append the email signature of the sending user at the end of the email template.
  5. Specify the Subject, and Body of the email template in the Email Content section.
  6. Click Save.