Knowledge Base > User Guides > Global Settings > Global Email Templates

in User GuidesGlobal Settings


Whenever an email is generated for a client because you are performing tasks such as sending them a document, an invoice, or requesting missing information from the project, these emails will be based on the settings found in your global Email Templates.


To access your Email Templates, navigate to Setup > My Company > Information & Settings and select the Email Templates button in the bottom left corner of the screen.

All of your templates will be in the list on the left hand side of this screen. When you have selected one, you will be able to modify the subject line, body, and closing paragraph of the email. The purpose of the email template will be detailed in the bottom left corner of this screen.

If there is any information unique to each contact which you would like to automatically populate the email with, use the Merge Field menu to select the required information. This menu will only contain choices related to the currently selected email template. When a value is selected, it will populate the currently selected portion of the email template with a specially formatted merge field, e.g. “<<MyCompanyName>>”.

If you would like to see a preview of the email, use the Preview button in the top right corner of this window.

If you would like to reset the currently selected template to the OfficeTools defaults, use the Use Default Template button in the bottom of this window.