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
    The type of business for which email template is used.
    Document Type
    The type of document for which email template is used.
    Folder
    The folder wherein you require to save 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.