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Edit Templates
Caroline Gleeson avatar
Written by Caroline Gleeson
Updated over 11 months ago

To edit templates:

  • From the left side menu select “Templates”

  • Click the “edit” icon on the right side of the template you wish to edit

  • Edit the required information

  • Use “template fields” to auto populate information, e.g. {my_company_name} will automatically insert your company name.

  • Copy the field you want to insert

  • Paste as plain text

  • Hit Save

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