About this feature: Email Templates can be written and saved to expedite the communication of frequently sent messages.
Add Email Template
Go to Communicate, then click on “Email Templates” found in the sidebar under Email
Click the [+] button in the “Template” header (or click the [+ New Email Template] button at the bottom of the page).
Enter a Template name (maximum 200 characters): Only visible to admins, will not be seen by email recipients.
Optional: Select a folder for this template to be sorted into
Use the green "+" icon to create a new email template folder without losing your progress
Optional: Enter a Description. Only visible to admins, will not be seen by email recipients.
Module: Select which administrators can use the Template.
Enter the email Subject (maximum 200 characters)
Tip: Click [+FN] or [+LN] to automatically include the first or last name of the recipient in the subject line.
Enter the Body of the message (text only). This content can be edited when sending an email message.
Optional: Add Attachments from the Document Library. The combined size of the message plus any attachments cannot exceed 10MB.
Only the Document Library files associated with the Module you have selected for this template will be displayed.
Click the [Save] button
Email Templates can also be saved from the Send Email page by selecting File and then “Save as Template” in the email composition box.
Note: If the attachment you want to use has not yet been added to the Document Library, you can add it from here by clicking the [+ Create New Document] button below the list of existing files. When adding a new file in this context, the module for the file will be automatically selected to match the one that is selected on the email template.
Edit Email Template
Go to Communicate, then click on “Email Templates” found in the sidebar under Email
Mouse over the Options icon beside the Email Template
Click on “Edit”
Make the changes desired
Click the [Save] button
Note: To change the Module associated with an Email Template, select the Module you would like from the dropdown list. A confirmation will display if you have any attachments included with the template. Confirming the change will clear any associated Stored Documents from the list.
View Email Template
Go to Communicate, then click on “Email Templates” found in the sidebar under Email
Mouse over the Options icon beside the Email Template
Click on “View”
Copy Email Template
Go to Communicate, then click on “Email Templates” found in the sidebar under Email
Mouse over the Options icon beside the Email Template
Click on “Copy”
Enter a name for your new template
Click the [Copy] button
Delete Email Template
Go to Communicate, then click on “Email Templates” found in the sidebar under Email
Mouse over the Options icon beside the Email Template
Click on “Delete”
Click the [Delete] button to confirm