Template Editor Part 1: The Basics

Updated: 2019-08-16

Take your client communications to the next level with this three-part webinar series.

Click a timestamp below to jump to a topic:

• Finding and opening built-in templates (3:08)
• Adding your logo and signature (11:50)
• Editing the letterhead (14:08)
• NEW! Using salutation snippets (27:50)
• Using nicknames in salutations (30:15)
• Emailing templates (37:48)

Date of broadcast: December 11, 2018
Presented by: Elizabeth Kohl

Jump to:

• Part 1: The Basics
• Part 2: Customizing Templates