Create Email Templates (Utilities)

Create, manage, and edit Email Templates to save time and ensure all the proper information is provided.


  1. Click on Account & Settings
  2. Click on Utilities
  3. Click on the Email Template Editor tile
  4. Click on the Create New button

    Account Settings - Utilities - Email Templates New.gif
  5. Enter information into the following fields
    1. Title: Enter a title for the Email Template
    2. Subject: Enter a Subject for the Email
    3. Notes/Body: Enter information, notes, and more
    4. Attachments: Add attachments
      Adding attachments to Email Templates
  6. Click on the Create button

Email Template Editor - Add info - Create.gif


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