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Settings for saved messages
- SelectSettings.
- SelectSaved Messages.
Add a new message
- Select the+icon.
- Enter a brief name for the message. This name appears in theMessage From Preparerdropdown in theDelivery Optionstab during processing.
- Turn on theDefaultswitch to set this message as your firm default (optional).
- Only 1 message can be the default.
- Fill out the body of the message in rich text format. You can set the font size, style, alignment, and color of the text.
- Select theAllow users to edit before sendingcheckbox to give editing permissions during processing (optional).
- Select theVariables Listto show all available variables that can be placed into theBodyto automatically fill with the listed information.
- SelectAddto save the new message.
Edit a saved message
- Select a saved message from the message list to preview it.
- SelectEditto open the editing window.
- You can do the following:
- Change the name of the message.
- Set the message as the default message to use when processing extensions.
- Edit the body of the message in rich text format. This lets you change the font size, style, alignment, and color.
- Let staff edit the message before sending the extension.
- SelectSavewhen you are done making changes.
This article applies to:
- Product: safesend
- Subject: Setup
- Audiences: Staff