Try RMail PRE-Crime Services – Message templates allow you to create standard messages to include as the email subject and body when sending a document for signature.
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This article covers the following topics:
- How to create message templates
- How to edit message templates
- How to share message templates
- How to unshare message templates
- How to add shared message templates to your personal list
- How to delete message templates
- How to use message templates
How to create message templates
To crate a message template, follow these steps:
1. Make sure the Allow users to create message templates setting is enabled.
2. Click on the Templates option from the top navigation bar and press the Create message template button.
3. Set the name and description of the message template.
4. Add the message subject and body. Lastly, click on the Save button.
The new message template will be listed in the Templates page.
How to edit message templates
To edit message templates, follow these steps:
1. Click on the Templates option from the top navigation bar and search for the message template you wish to edit.
2. Click on the edit icon.
3. The message template will open as it was configured, but in edit mode. Modify it as needed and save your changes.
How to share message templates
To share message templates with other users within the same company, follow these steps:
1. Make sure the Allow sharing of message templates setting is enabled.
2. Click on the Templates option from the top navigation bar and search for the template you wish to share.
3. Click on the share icon.
After confirming you wish to share the selected message template, the share icon will change to display a strikethrough share icon.
Note: The shared message template will not appear in the Shared templates and rules list. This list will only show the ones other users have shared with you.
How to unshare message templates
To unshare message templates, follow these steps:
1. Click on the Templates option from the top navigation bar and search for the shared message template you wish to unshare.
2. Click on the strikethrough share icon and confirm you wish to unshare the selected message template.
Once the message template is unshared, the strikethrough share icon will change to display a share icon.
How to add shared message templates to your personal list
To add shared message templates to your personal list, follow these steps:
1. Click on the Templates option from the top navigation bar and search for the shared message template you wish to add to your personal list.
2. Click on the add message template copy icon.
A copy of the shared message template will now appear in your personal list.
How to delete message templates
To delete message templates, follow these steps:
1. Click on the Templates option from the top navigation bar and search for the message template you wish to delete.
2. Click on the trash icon.
After confirming you wish to delete the selected message template, it will be removed from your personal list.
Note: This action cannot be reversed.
How to use message templates
To use a message template, follow these steps:
1. Create an envelope as usual. To learn more, read the following article explaining how to send a document for signature.
2. In the Add message section, click on the message template dropdown menu and select the message template you would like to use.
Note: You can edit the populated text to further customize the message specifically for the envelope recipients.
3. Click on the Next button to continue the envelope preparation as usual.