Editing the Default Email Template

Modified on Tue, 09 Aug 2022 at 03:59 AM

To edit the default email template, follow the below steps.

  1.  From the Left Nav Menu, click Setup > Email Templates. 
  2. The default email template is displayed. Click Edit. 
  3. The default template edit page is displayed. 
  4. Edit the Name. Note: Since the above screen capture is that of the default template provided by Hushly, the screen capture shows that the email template is Marked as Default.

  5. Edit your firm’s name. The name is prepopulated with the company name configured using Setup > Settings.
     
  6. Edit the email address to receive the replies in Reply To. 
  7. Edit the subject line. 
  8. Modify the message. 
  9. Click Save.

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