How to Create an Email Template in Reference+

- Click ‘Reference+’ in the left-hand menu.

- Click ‘Email Templates’ at the top.

- Click the blue ‘Add New Template’ button.

- Create a name for your Template, enter the name and email address of the person you’d like to be shown as ‘Sent From.’ The template name is for internal use only; Trainees will not see this.

- Add a subject line and choose the type of document to which this template should apply.

- Type in the message to be sent in the email with the document, customizing with a logo or placeholders as desired.

- Click the blue ‘Save Template’ button.

- Your template is now ready for use.

Alternatively, a new email template may be created during the addition or editing of a document.
 

- After creating the document, you will be given the option to add email templates that pertain to the document.

- Click ‘New Email Template +’ and add the email address the template should be Sent From.

- Add the Subject and Body of the email template.

- Click ‘Continue’ to save and complete the template.