Message Templates will save you time and get your clients the information they need. Firms are supplied with customizable default templates and have the option to build their own. Message Templates can be used for New Messages, Bulk Messages, and File Upload Messages. When creating a Message from a Message Template, the subject, description, and attachments are automatically populated. These can be edited before sending if needed.
Only Firm Admins can edit or create Message Templates.
To Edit a Template:
Select the ellipses (three dots) in the lower-left corner.
Select Admin.
Select Templates.
On the far right, click the edit icon.
Note: To delete a template, click the trashcan icon on the far right. To change the sort order, drag and drop.
Make necessary changes or add an attachment.
Select Update Template.
To Create a Template:
Select the ellipses (three dots) in the lower-left corner.
Select Admin.
Select Templates.
Select the blue +Template button in the upper-right corner.
Add a Subject, Description, and any attachments.
Select Create Template.
To Use a Template:
Create a New Message, new Bulk Message, or new File upload.
Note: To access Message Templates when uploading a file, remember to uncheck the Firm Only box in the upper-right corner.
Select a Recipient and Account.
Select the Subject line. A dropdown list of templates will appear.
Select a Template to select.
Select Send.