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BMSBMSHelp

Email templates

LiveFor: AdminAccess: Admin to add or edit templates

Firm-wide reusable emails that admins maintain.

Add a template (Admins)

Section titled “Add a template (Admins)”

  1. Go to Settings > Email Templates and press Add Email Template.

    Settings, Email Templates, with the Add Email Template button and the list of templates.
    Settings > Email Templates.

  2. Give it a Name and write the message it inserts.

  3. Save. It is listed with who created it and when it was last updated; Edit on its row changes it.

Use a template

Section titled “Use a template”

  1. In the composer, press Email template in the toolbar.

  2. Search the list, pick a template and press Insert.