Objectives:
- Create Contract Email templates, predefine the Subject, Message, etc....
Steps:
Users can now customize the email templates for sending emails in Contracts, Matters, Cases, and Invoices.
You can create multiple variations, personalize subjects and messages, and add custom fields and recipient information according to your preferences.
To initiate this customization process, navigate to the System Settings→ Email Templates in the Contracts & Documents section.
Here, you can efficiently manage your contract email templates and create new ones.
To create a new template, simply provide the template with a distinctive name, specify the subject and message for your email, and identify the CC recipients.
Additionally, you have the flexibility to insert any contract field and custom fields directly into the message content using placeholders.
Later, when composing a new email from the Emails tab in a contract, you will be prompted to choose the template you wish to utilize.
Cette approche rationalisée garantit que toutes les informations nécessaires sont automatiquement remplies avec un minimum d'effort de votre part.
Vous pouvez ensuite ajouter le destinataire du mail, modifier votre message et joindre des fichiers si nécessaire.
Pour plus d'informations sur LEXZUR, veuillez nous contacter par mail à help@lexzur.com.
Merci de votre attention!
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