Base Task Templates

The building blocks for Tasks.

Keyfax provides a facility to create Tasks – Notes, Mail Merge Letters, Emails and SMS. When adding a template to a Task, there are a number of ‘base task templates’ to choose from, which could form the basis of your template.

Typically, this might be a letterhead or an email signature, or maybe you are creating a Note which can contain any data you might wish to return to the host/back-office system.

Click the 'Advanced' menu option then the 'Task Templates' button:

The Base Task Template tab

The left hand menu displays all the available templates that can be used as the basis for new Tasks.

• Email - Used for Tasks generating Emails from Scripts

• Letter – Used for Tasks generating Letters from Scripts

• Note – For generating Notes to pass back to the host system

• SMS - For generating and sending SMS messages (Keyfax 4.4.7+)

• VoiceSage RMM - For generating and sending VoiceSage SMS and Rich Media Messages (Keyfax 4.4.7+)