Creating Email Documents

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To Create Email Documents click on the Library Tab and then click on the Emails Tab below that.

 

EmailTab

At the bottom left of the window there is a Create New Library Item button NewItemIcon Click that and a new Library Item window opens.

 

Step 1. Change Type in the drop down box to Emails.

Step 2. Change Category to anything from the drop down list or type and create your own, it saves the Email document to that category.

Also see Duplicate Document.

Step 3. Change Document Type to Word or PDF if you have imported a PDF document. See Drag and Drop letters into the library.

Step 4. Give the document a name.

Step 5. Here you can change the Email Subject to anything you wish, or you can just type in your name where it says {My_Name}.

Step 6. Click OK

 

LibraryEmailItemWindow

 

 

Step 7. The new document will open allowing you to customize it to your business needs. .

 

The below image is a sample Library Item we created.

 

LibraryItemCreated

 

As you can see in the below image it created a new Emails document named; Hello, under the category Prospects. Also See Programming Documents

 

LibraryEmailNewDoc

 

Also See Sending Email.