You can add as many email templates as you would like for the many processes within your business. Select Tools > Configure > Email Templates.
Select “New” at bottom right of screen prior to any other selections. See the highlighted fields for additional criteria options you may add to template.
2. Type email verbiage and make any customized adjustments by selecting dropdown and clicking “Add”. (Ex. Add saved signature to template.) If you would like others to access template, mark as public and click save.
If you would like to edit an existing template, click dropdown on bottom right, select template and click edit.
