- Access the Email Templates
Wizard. The Email Templates Wizard can be accessed using the
View > Email Templates Wizard menu command. It can also be
accessed by selecting the Add Mail Template option (shown below) in
the Activity Properties toolbar.
- Click the New button. The
New Name window appears.
Note: If your business has created global email templates, instead of clicking New, you can click Get Global Templates to select from a list of predefined templates. Any information included in the global email template will populate the fields in the dialog box. - Type a name for the new email template and click the OK button. The Email Templates Wizard reappears with the name of the new email template.
- Complete the From, To, CC, and Subject fields. For more information, see Email Template Fields.
- Select the priority to be assigned to the email. Normal is set as the default.
- Select the format for which the email content will be displayed. Both HTML and plain text formats are supported.
- Type the content of the message. The Left to Right and Right to Left option buttons allow you to customize the alignment of the content.
- (Optional) To attach a file to the email, type the full path of the file in the Attachments text box (e.g., C:\My Documents\sample.doc). To attach multiple files, use a semicolon.
- Click the OK button. The Email Notification is now part of the process. The same steps can be repeated to create Outgoing, Reassigning, and Activity Timeout Email Notifications. For more information, see Email Template Window.
