This guide shows the steps required to create emails and letters (correspondence templates) that can be sent.
Relevant information can be found in the following articles:
- Messages
- Template Layouts
- Correspondence Templates
- Correspondence Template - Add Attachment
- Example Correspondence Templates
- Use Send Info
- Placeholders
Follow these steps:
- Format Template - create (This forms the framework or signature)
- Correspondence Template - create (This contains the actual content)