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How to send company templates

Heather Stanley
Updated
  1. While in an open message, select the Template icon
    Screen Shot 2021-09-02 at 11.04.15 PM-1
  2. Select template type to add into message box
    1. Company (Admin Created)
    2. User (Individual User Created)
    3. Surveys (Feature)
    4. Digital Registration (Enterprise Feature)
    5. Automated Messages (Feature)
      Screen Shot 2021-09-02 at 11.06.55 PM

 

4 STEPS

1. While in an open message, click Template

Step 1 image

2. Since your already in the Company section, hover and click the Template you wish to have sent

Step 2 image

3. Template is pasted into your message box, click Send

Step 3 image

4. That's it. You're done.

Step 4 image

Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/1933451/How-to-send-company-templates

 

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