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Many emails have the same structure or even the same wording. For these cases, we recommend using mail templates, which users with administrative rights can create on the tab Vorlagen Templates > Briefvorlagen Text templates. Changes to a letter based on a template only affect this one letter. The template remains unchanged.

  1. The use of text templates is encouraged by a picklist of available templates which is displayed whenever a new mail is created. That option can be discarded by selecting Ausgeblendente Meldungen Do not show again in the toolbar of the template window. This is a user setting and will not affect other users.
  2. Reverse that decision by going to the icon optionen Options tab, then select > Ausgeblendente Meldungen Hidden Messages > User settings > Emails: Skip template selection for new emails > delete Restore default.
  3. To apply only the standard signature of your business or company but not a text template, click on arrowRight No template in the left-hand corner of the toolbar.
  4. Alternatively, open the list of templates directly by clicking on Briefe Mail > Briefvorlagen New from template.
  5. Insert a template into an open mail at a later stage by double-clicking Briefvorlagen Text template in the toolbar of the Text tab or by pressing F4.
  6. Enter the template code and confirm by clicking OK.
  7. If you do not know the template code, click on Briefvorlagenexpand Text template > Liste Select from list to open a list of all available text templates.
  8. Select the template you want by double-clicking or click and ok Confirm.
  9. Suitable templates are automatically suggested for mails that are opened in the context of an event or another record.
  10. save Save your changes.