Practice Management Support

Create an email template in Practice Management

Use Practice Management and Microsoft Word to create a template for your emails to clients and contacts.
You might want to create an email template that includes standard wording, images, and data fields such as
Client name
.
  1. Select
    Tools
    , then
    Manage Office Document templates
    .
  2. Select
    Create Word document
     and enter a name for your document.
  3. In the body of the template, enter your standard text and insert the images you want to include.
    Example
    note
    Some examples of information you might want to enter in your template are: signature and contact details, legal disclaimer, and logo image.
  4. To insert data fields such as
    Client name
     in the body of your email:
    1. Select the
      Mailings
       tab.
    2. Select the
      Merge
       field.
    3. Select the field that you want to insert.
  5. Select
    Save
    .

This article applies to:

  • Product: Digita Practice Management