Base Task Templates
The building blocks for tasks
Keyfax provides a facility to create Tasks – Notes, Mail Merge Letters and Emails.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 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 version 4.4.7 and later)
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