Email Task Templates
How to set up Email Task Templates for use by your scripts
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How to set up Email Task Templates for use by your scripts
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Selecting 'Email' from the Base Task Template list described , will display a template to capture all the required details for a new task template:
Description – describing the Task's role/purpose
Subject – subject of the Email
To – recipient
From – sender
CC – recipient for copy
BCC – recipient for a blind copy
The Editing Pane also contains the HTML Editor for adding and editing the Template text and layout. Use the Formatting Menu to format the text and layout of the document as required.
To add Bookmarks (Databoxes) to the Template, drag and drop or place the cursor in the text area and click the '+' to the right of the selected Bookmark.
