Templates
Templates facilitate the management of predefined Articles, Contracts, Emails, and Word mail merges. Email templates can be built to dynamically include context-sensitive information such as senders or receivers.
Templates are found as part of the main top navigation bar, as shown in Figure 12.22.
FIGURE 12.22 Templates tile.
Under the Templates tile, you’ll find four template categories:
Article Templates
Contract Templates
Email Templates ...
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