Save time by reusing frequently sent messages using the Message Templates feature.
Short Version: 1) Open the transaction. 2) Click "Email/Note". 3) Compose the message and select its recipients. 4) Check the option "Save this message as a reusable template". 5) Name the template for later recall. 6) Click "Send".
Save a Template for Reuse
To save a message for later reuse as a template:
1. Go to the transaction and click [EMAIL/NOTES] just above the list of documents.
2. Compose your message.
3. Select "Save this message as a reusable template" from the Options section.
4. Name your template.
5. Click [SEND].
Reusing Saved Message Templates
Saved message templates will appear in the [Saved Message Template] dropdown list whenever you're sending a new message.
1. Select a template to instantly populate the message and subject fields with previously saved values.
2. Review and revise the message if needed and attach relevant docs.
3. Click [SEND].
Managing Message Templates
Create, edit, and delete existing templates from the email template management area.