Managing Templates in Office Settings

Navigate to Settings located in the hamburger menu
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Scroll down and expand the Templates section on the left hand side
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Here you can manage the following:
> Categories

> Letter Templates
> Email Templates
> Text Templates
> Task Templates
> Email Signatures
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Click into each section where you will see the option to add or edit an existing template.
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You can insert merge fields that will dynamically pull through relevant data from your CRM.
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These templates are available to all users within your office in their respective areas.
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Templates are also used in Action Plans