Downloading - Email Templates

Downloading - Email Templates

Email Templates

 

1. Click on XPLAN button

2. Go to Administration Functions > Templates. 

 

Ensuring your filter is set to All. Download all the email templates.

If you cannot access the email templates section, send your dummy client all the templated emails available from the email screen with your own email address in the contact section.

Download all email templates- this is a manual process- click into each email, copy/paste the info into a word doc, save file as per description of the email template. Copy brief description and subject as well. The name of the file will need to be of brief description NOT of subject line. Also download any attachments as well.

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