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Creating Email Templates

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Creating an email template

  1. Open a new email in Outlook
  2. Write the email you wish to create a template from. Format it how you want, give the email a subject and if required include any standard attachments that you need.
  3. Click the Save as email template button and enter a name for the template.
  4. The new email template is created and can now be used

Creating a new email from an email template

  1. Open a new email in Outlook
  2. Click the Insert from template button and choose the template from the list
  3. If your SuiteFiles site is connected to the Xero Practice Manager (WorkflowMax) or MYOB Practice Management/GreatSoft you will be prompted to choose a client name and populate the email template with data about that client. If not required click Don’t Prepopulate.
  4. The new email is created and can be tailored before sending.