Email Templates

If you regularly communicate with clients via email, you can create email templates instead of typing out the same message whenever you need to send a standard email, like an Onboarding Steps Email or any tailor-made requirement.

By default, we have provided email templates like Invite Client User and Notification to Client. However, you can change the existing templates or create a new one for different requirements. Overall, email templates for client users offer a convenient and effective way to manage communication, save time, maintain consistency, and enhance professionalism in client interactions.

Go to Firm Settings>Templates>Email>Create