Auto-fill Tags in Email Templates

SUMMARY
Auto-fill tags allow Paperless Pipeline to do your typing when sending notes. Select from a list of auto-fill tags when creating a message template, and the system will automatically replace each tag with the appropriate value from the transaction whenever you use the template to send a note from a transaction.

Create a Message Template with Auto-fill Tags

To create an email template containing auto-fill tags:

  1. Go to the transaction and click [Note / Email] just above the list of documents.
  2. Enter your subject and message. Alternatively, select a saved message template from the Choose a Saved Message Template dropdown menu.
  3. While entering your message, click the [Tag] icon next to the Subject or Message fields and select desired Auto-fill tags to insert into your message.
  4. Click [Save this message as a reusable template]. A Template Name field will appear.
  5. Enter a name for your template.
  6. Optionally, click [Preview Message] to see exactly how your message will look before sending it.
  7. Click [Send Email]. The message will be saved as a template and Pipeline will automatically replace each tag with the appropriate value from the transaction for this message and whenever you use the template to send a note from a transaction in the future.
Alternately, you can create a message with auto-fill tags when you Manage Email Templates →

Edit a Message Template with Auto-fill Tags

To edit a template with auto-fill tags on the Manage Email Templates page:

  1. Click your name in the upper right corner then "Personal Profile".
  2. Click Email Templates from the left menu.
  3. Click the [Gear] next to the template you wish to edit.
  4. While entering your message, click the [Tag] icon next to the Subject or Message fields and select desired Auto-fill tags to insert into your message. Pipeline will automatically replace each tag with the appropriate value from the transaction whenever you use the template to send a note from a transaction in the future.
  5. Optionally, select a Share Template setting. 
  6. Click [Save Template].
Note and email templates are shareable between admins. Learn more about creating shared email templates →

Delete a Message Template with Auto-fill Tags

Deleting a saved message template containing auto-fill tags uses the same process as deleting a saved message template:

  1. Click the [Gear] next to the template you wish to delete.
  2. Click [Delete] from the drop down menu. 
Save time by reusing frequently sent messages with the Message Templates feature →

Advanced Auto-fill Tags

The following are additional auto-fill tags that do not appear in the Auto-fill Tag dropdown menu. They can be typed or pasted into message templates and the system will automatically replace each tag with the appropriate value from the transaction.

TAG
FIELD
EXAMPLE TO ENTER
RESULT
{{contacts:ROLE:company}}
Company
{{contacts:escrow:company}}
ABC Title
{{contacts:ROLE:fax}}
Fax
{{contacts:escrow:fax}}
310-555-1212
{{contacts:ROLE:role}}
Role
{{contacts:escrow:role}}
Escrow
{{contacts:ROLE:name}}
Name
{{contacts:escrow:name}}
Charles Ghould
{{contacts:ROLE:email}}
Email
{{contacts:escrow:email}}
charles@abctitle.com
{{contacts:ROLE:phone}}
Phone
{{contacts:escrow:phone}}
310-555-1263
{{contacts:ROLE:transaction note}}
Transaction Note
{{contacts:escrow:transaction note}}
Out of office on Tuesdays

Paperless Pipeline Pro Webinar: Auto-fill Tags

Learn how let the system do your typing when sending notes. We'll cover how and when to setup auto-fill tags in your message templates so they'll be replaced with the appropriate value from the transaction whenever you use the template to send a note. We'll also go over an advanced auto-fill feature.

11:37

View more Pipeline Pro Webinars here →