Email templates help you save time and working efficiently. Templates can be created to send onboarding instructions, due dates, reminders, and confirmation details. You can add attachments, create multiple templates, and send to individuals or in bulk.

Follow these steps to create an email template:

  1. Click on "Settings".

  2. Select "Email Templates".

  3. Click "create new template".

  4. Name your template.

  5. Assign the template to a module.

  6. Add a reply to email address, subject, and message body.

  7. Attach a file if applicable.

  8. Click "Save".

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