Overview:

Email Templates are used for the Documents Setup process, allowing you to create a template that you can attach to a Register Type.

Screen Guide:

Image RemovedImage RemovedImage RemovedImage Added

Click + New Template to begin a new template, or click on the Template Name field to edit an existing one.

Give it a unique Template Name and a Subject that will appear on the email. You can then type out a body message using rich text or HTML format. Once you've finished, Save the template.

Although an email template can be shared across multiple document types it is recommended that a separate template be created for each document type for clarity.

Next Steps:

Now that you've created a template, you can attach it to a Register Type.