Create a template email in Accountants office
I am wondering if there is a way to create a standard template in Accountants Office so that I can go into a client, select a document and press send via email. I then want to select an email templat...
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Thank you for replying.
We have Document Manager but where We can find the DMtoobar called - Std Txt?
Thank you.
Hi BLOChartered
Sorry for the delayed response.
The Std txt option is available in the DMtoolbar in Outlook.
Open a new email either in Outlook or via Add Email in Document Manager. Then click into the body of the email. Click on the Document Manager toolbar and select Std txt. The Intranet screen will open and you can select a Word template to insert.