How To: Create Message Templates

How To Summary:

Message templates can be used to as an easy way to save and reuse the same message. This tool can save you the valuable time you would have spent typing out a frequently used message. It can also help your staff to have a cohesive voice when talking to clients.   

Types of Message Templates:

System Templates: These are editable templates the will activate when certain functions happen within Case Status such as a status change and an appointment is made. Editing these templates will change the messages for the entire firm. Individuals cannot add system templates. 

My Templates: These are editable templates that you create for you to use. These templates cannot be seen by other members of the firm. 

Firm's Templates: These are editable templates that you create for the firm to use. These templates can be seen and used by other members of the firm. 

Step By Step Guide:

1. Navigate to the settings menu. 

2.Click the Templates header.

3. Click + New Message Template.

4. Create a Title and fill in the body of the message.

5. Attach files or documents if needed.

6. Identify whether the template should be for personal or firm use. 

7. Hit Save.

Video Guide:

Additional Information: 

Depending on the settings and permissions that your firm set up, you may or may not have access to create, edit and delete firm templates.