How To: Update Message Templates

How To Summary:

Message templates can be used to as an easy way to save and reuse the same message. However, these templates are not set  and can be edited and updated to reflect current firm practices. 

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. Select the template that you would like to edit and update.

4. Make changes to template.

5. 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 and system templates.