Editing an Email Template

  1. Select Settings > Correspondence > Manage Email Templates. The Manage Email Templates page is displayed.
  2. Click Edit. The Edit Email Template page is displayed.
  3. Modify the template information such as Name, Description, Document Type, Folder, Subject, and Body. You can also add or remove merge fields as per your requirement in the email template.
    Note: You cannot modify Business Type in an existing template.
  4. Click the Insert Image option. A window is displayed wherein you can select the required file and attach to the email body.
    Note: You can also resize the inserted image, using the Resize option.
  5. Click the Insert Link option to insert the URL and text in the email body.
  6. Click Save. The updated template is saved to the selected location.