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How to set up an email template

Only users that have access to templates can modify templates. Your system administrator can set this permission in your user account.

1
Access via Template Settings > Email templates. Here you will find templates for different sections.
2
Select desired section and click the New button in the top right corner.

3
Make your template text. By clicking on the merge field button, it shows a list of available fields, that will later automatically populate.
4
Save.
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