This article applies to:

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
.

Select Tools
, then Manage Office Document templates
.

Select Create Word document
and enter a name for your document.

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.

To insert data fields such as Client name
in the body of your email:

Select the Mailings
tab.

Select the Merge
field.

Select the field that you want to insert.

Select Save
.