...
Email templates are useful tools that simplify the process of writing and sending emails. Any form emails that your firm sends out can be saved as templates, and you can include Merge Codes to to have SmartAdvocate automatically fill in case-specific information. Similarly, note templates allow you to adapt commonly used notes to each individual case. (Quick Notes are useful for notes that do not include case-specific information, but note templates are necessary for those that do.) The Email/Note Templates administrative page is where email and note templates are created and managed. All of your email and note templates are listed in a table, with columns for the name of the template, the subject line of the template, and whether the template is for emails and/or notes. There is also a column containing a right-click icon in each row. Clicking the icon, or right-clicking anywhere in the row, brings up the options Edit and Delete. Delete lets you delete the template (there will be a confirmation message first to avoid accidental deletion), and Edit brings up the editing panel. To the upper left of the table is the Add Email/Note Template button, which brings up a blank editing panel for creating a new template.
The editing panel contains fields for the template name and subject, the note type (only usable for note templates) a checkbox allowing you to select the template as the default template for new emails (only usable for email templates), and a text editing window with text styling options for the body of the email. There is also a button labeled Insert Merge Code. Clicking this button brings up a table containing an abridged list of merge codes suitable for use in an email or note. Before opening the table of merge codes, set your text editing cursor to the location in the subject or body where you would like to include a merge code. Then open the table, find your desired merge code, click the code, then click Insert to insert it at that point in the text. Click Close to close the table.
Email templates are used in the Mass Emailing screen and when sending a case email. Note templates are used when adding a case note.
...