Creating New Stationery

To create new stationery, perform the following steps:

Procedure

  1. Click the ADMIN section.
  2. Click Email > Stationery.
    The Stationery page is displayed.
  3. Click New Stationery button.
    The Edit Stationery page is displayed.
  4. Provide values for the following fields:
    • Internal Name
    • Internal Note
  5. Use the Generate Text and Field Type drop-down box and click Generate to generate the title for the stationery based on the selected values in the drop-down box.
  6. Copy the generated name and use it as the title for the email body. Click Save to save changes or click Done upon completion.
    Clicking Done takes the user to the Stationery page.
  7. The newly created stationery is visible in the list of records.