Client Manual > Features > Importing and Exporting Documents > Exporting Documents > Using Email Template

Using Email Template

<< Click to Display Table of Contents >>

Navigation:  Client Manual > Features > Importing and Exporting Documents > Exporting Documents >

Using Email Template

Sending documents as email attachment using Email Template

Email Templates provides any easy way to deal with repetitive email tasks. Instead of typing similar messages over and over again, or cutting and pasting from other documents, you simply select a template from the menu. The templates can even replace dynamic field values (including email address) derived from the document's profile and other variables. Email Templates allows you to operate in a smooth, organized manner, alleviating time-consuming tasks and ultimately increasing productivity.

 

To email a document using Email Template

 

Select one or more files from the file list.

 

On the File menu, point to Email With and then select Email Template   Or

 

   Right click on the selection, point to Email With > Email Template and then select the appropriate email template.

 

 

emailTemplate02

Sending email using Email Template

 

 

You can also send out emails using email templates without attaching any documents to it. For such emails simply click on a blank area of the file list and use the Email With menu as above.

 


See also

Export Files:

Using "Export To Folder"

Using Default Email Client

Using Quick Email