Change the content of my outgoing email templates

TABLE OF CONTENTS

• Introduction
• Change the content of my outgoing email templates

Introduction

You can create new or amend existing email templates for invoices and receipts in the Fees Policies screen.

Change the content of my outgoing email templates

1. Go to the Email Preferences tab in the Fees>Setup>Fees Policies screen.
2. Click on the Create Template button at the bottom of the template panel on the right of the screen.
3. Select the template to edit and select the Edit Template button at the bottom of the Template Details pane.
4. Accept the currently selected mail merge fields or select the Add Fields button to make more fields available.
5. Edit the template in the Mail Merge window.
6. Save and close the Mail Merge window.
7. Select Save in the Manage Templates screen and close it.
8. Your template is now updated.

For more information on working with email templates see the Engage Fees Mail Merge guide.