Email Templates

the use case 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 how to create an email template go to firm settings>templates>email>create explainer video