Text templates can be created from scratch, but in many cases it is advisable to copy and adapt an existing text template with all references and lists (Copy an existing text template).

1. Go to the   Templates tab and select   Text templates >   New, then select the Company^M if necessary.. The input window for the new text template will open.
2. To assign the new text template to several Companies^M, go to in the toolbar of the template and tick the companies you want.
3. Enter a descriptive Name and a unique Code for the template. The code can be used to quickly assign a template when creating a new mail. The name and code must be unique and cannot be used more than once. To enter more details on a template, use the Description field.
4. Select the Group/Type of template from the expandable picklist. Searches and filters are optimised through this template type.
5. Select the user groups for which the template should be Visible .
6. Select  Show only for configuration to mark templates that are only used in the context of lists or other templates and should not be shown to users in an operational context.
7. Select a Template type:  Datasheet template,  Text template or Other. Select  Other only for text breaks or text blocks that are only used as a part of other templates.
8.  Save your input by clicking on the icon in the top left-hand corner of the input window.