- Click on the Create button and select Document
- Click on an existing Document template or scroll down the page and click on Add Template.
- Click on the email icons at bottom right of the screen
- You will be taken to the "Email Document" screen, shown below:
- Click on the link Manage Email Templates For Documents
- Select the + Add Template button
- Enter your template details and select Save Template
- You will now be able to use the template when emailing documents by selecting the template dropdown when creating a document
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