Email Templates

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

In the Email Templates section, you can customize and configure the email templates that are sent to your clients or back office users.

There are three categories available:

  1. All - Displays all email templates.

  2. To Client - Displays all email templates sent to clients only.

  3. To User - Displays all email templates sent out to internal back office users only.

You can switch between these categories using the top menu.

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