Answer:
Go to Home → Templates and click New Template.
In the Add Template window, set the Type to Email, enter a Title, and (optionally) add a Description.
You can also set Access permissions if you want to share the template with other users or locations.
Click Add to create the template.
You’ll then be taken to the Edit Template page, where you can:
- Add a Subject and write your message using the text editor.
- Format text, add links or images, and insert Merge Fields to personalize emails automatically.
- Attach saved documents that should be sent with the template.
When finished, click Save at the bottom to save your template.
