SUMMARY
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".
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Save a Template for Reuse
To save a message for later reuse as a template:
- Go to the transaction and click [Note / Email] just above the list of documents.
- Compose your message.
- Select "Save this message as a reusable template" from the Options section.
- Name your template.
- 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.
- Select a template to instantly populate the message and subject fields with previously saved values.
- Review and revise the message if needed and attach relevant docs.
- Click [Send].

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