Create a Default Email Template |
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To create a default email template:
On the ribbon, go to Email > Email Templates.
![]() ▪Add a new template. –Name the template. –It is not necessary to enter a subject unless it is desired. –In the body, create the template text and email signature. –Make good use of the general macros for the user's name, email, etc. ▪Save.
Example Template Below is an example of a default template. The {{System.User}} macro is used to put the user's name in, and the {{System.User.JobTitle }} is used for the job title – this information is taken from the user's cardfile. These and other macros can be found using the General Macros button in the Template ribbon menu.
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To make it the default template: ▪On the ribbon go to Email > Editor Rules. ▪From the drop down list for Templates by Source, choose the Source (ie. new, reply etc.), then select the newly created template in the Template column. ![]() Tick Subject Token to populate the subject line with the object reference, ie. Job#. ▪Save.
The default template/email signature is now ready to use.
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