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Communication Templates

Creating communication templates

Clive avatar
Written by Clive
Updated over a week ago

Before continuing, ensure that you have access rights to the communications section of the system

Select Communications>Templates

On the Email tab select Add to create a new email template
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When the modal screen for creating the templates, i.e. Edit Template loads, you can 

  • Create a Subject for your email

  • Add email content

  • for custom or automated content use the templates provided, so see whats possible scroll down further to see what can be changed

  • you can also add email attachments to the email which will allow the template to be sent with email attachments

Once you have setup your email template as required, select save

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