Key Points

1. Create an Email template.
2. Create a Documents template.
3. Create an SMS template.

Create an Email Template

1. Click the Comms & Docs module. 

2. Click on Templates.

3. Choose Bulk Emails or Automated Email Notifications..

4. Click Create New Template.

5. Click Settings.

6. Enter the name of your template.

7. Click Content to add content and sections.

8. Once complete, click Preview.
9. Select the client for the preview. and click View. 
10. Choose the device icon, PC or Mobile, then click Close. 
11. Click Save & Exit.

Create a Documents Template

1. Click the Comms & Docs module. 

2. Click on Templates.

3. In the left-hand navigation, choose Documents.
4. Click Create New Template.

5. Enter the document name. 

6. Use the toolbar to create your template. 

7. Click Save.

Create an SMS Template

ATTENTION: The use of SMS is linked to the activation of a license. 

1. Click the Comms & Docs module. 

2. Click on Templates.

3. Choose Bulk SMS or Automated SMS Notifications.

4. Click Create New Template.

5. Enter the SMS name. 

6. Use the variables on the left and text to create your template.

7. Click Save.