Create New Email Templates

Email templates are similar to document templates in that they allow you to create a pre-formatted structure for your emails, including details such as the recipient's email address, the subject line, and pre-populated content. You have formatting control over the email, and can merge data from the database. All email templates are editable and you can create your own as well. 

To access the email templates, click on the Generate Documents button in the top toolbar, then click on Emails in the Top Toolbar, then Management in the Left Toolbar.

To create your own email template follow the steps below:

Step 1: Click on the New Email Template button in the Top Toolbar. The New Email window will open up.

Step 2: Construct your email template by filling in the following fields.
In the Name field, give your email template a descriptive name to help you identify it later. 

The To, CC & BCC are the email fields. Typically you would enter something like <i:mc- email> which will insert the matter contact's email address. You can use the drop down list box for commonly used fields.

Subject is the subject line for the email. An example of what might be entered is <i:m-mat> which will insert the matter name.

Attachment: This can be a hard coded file name, such as "Silq.docx" or it can be one of the either <i:invoice> or <i:receipt> which will attach the invoice or receipt document that has been created for a particular invoice or receipt, so that you can quickly email an invoice or receipt to someone.

Variables

Just like in the Document Template Editing (refer this article) you can use variables. These will insert data from the database into your email template making it quick and easy to generate a standard email.

Note: MULTI, E, N, PE and N are not supported in email templates.

Step 3: Once you have constructed your email template, click on the Save button on the bottom right-hand side of the window to add it to your list of templates,