Creating & Managing Reusable Note/Email Templates

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

Reusable messages save loads of time for your agents and admins by giving them the ability to save and recall their frequently sent messages with one click.

To save a message for later reuse:

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].

Reusing Saved Message Templates

Managing Message Templates

Create, edit, and delete existing templates from the email template management area.

Watch this 45-second video to learn how to manage email templates