Creating a Template

Allison Jakob

Creating Templates 

  1. Click the Communications tab and navigate to the Messages feature.
  2. Click the New Message button in the top right corner of the page.
  3. Create a new message by entering a subject for the message. You can adjust who the message is from under the From field.
  4. Click the toggle to Save your message as a template. 

  1. Finish creating the message and click send message.


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