Create Email Templates for frequently used messages to easily insert text into email bodies and subjects.

In Email Message Edit, on the left, is the E-mail Template area.

Templates can be used for frequently sent email messages that have similar content.

Templates are listed alphabetically.

• Add: Click to add a new template.
• Delete: Highlight a template, then click to delete it.
• Insert: Highlight a template, then click to insert it into the email body. The template's subject and message replace any existing text.
• Edit: Highlight a template, then click to edit it.

Edit Email Template

Click Add to create a new template or highlight an existing template and click Edit to make changes.

• Description: Enter the template name. It can differ from the email subject.
• Subject: Enter the subject of the email.
• Body: Enter the body message. Right-Click the text box for additional options.
• Attach: Click to attach images or files to the template. Select the file, then click Open. Attachments are listed in the box.
  • Double-click an attachment to preview it.
  • Right-click an attachment to open, rename, or remove it.
  • Microsoft account users cannot send attachments that include file names with invalid characters. Invalid characters include spaces and the following: ; , ( ) [ ] { } % $ + ! * = & ? @ # ~ ' " " < > ` ^
• Edit Text: Used to edit text in body after HTML template has been applied to email.
• Edit HTML: Add HTML formatting to email template. See HTML Email for details on use, including the option to edit Raw HTML to further customize templates.
• Subject Fields / Body Fields: Insert replacement fields into the Subject or Body. Message replacement fields pull information from the database to insert into the message (e.g., insert [ApptDate] to automatically insert appointment date).
  • Replacement fields can be manually entered (e.g., [LName]), but must match the field name exactly. They are case-sensitive.
  • Position the cursor to where the field should be entered, then double-click an item from the list. Fields in red text cannot be inserted.