Email Templates

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

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

Templates are listed alphabetically.

Add or Edit Email Templates

Click Add to create a new template, or click Edit to edit an existing template.

You may also manually type the replacement (e.g. [LName]), but make sure it exactly matches the field name. They are case-sensitive.

Position the cursor to where you want to insert a field, then double-click an item from the list. Fields in red text cannot be inserted.

Click OK to save the template.