Email Templates

Email Templates

Simplify and speed up your email flow by setting up email templates on Thread. Just like documents created on Thread, email templates can be set up to pull in file and client information when sending an email, saving you time and effort. Create email templates by using the Thread Template Designer in Word. 

Creating Email Templates 

Start from scratch on Word or use an existing email template to bring over to Thread.  

  1. 1. Open up the Word app. 

  1. 2. Click the Thread Template Designer on the top pane and sign in. 


  1. 3. Copy and paste your existing email template to the document, or write up an email that you would like to create a template with. 

 

  1. 4. On the Template Designer, identify the fields that you need to add to the template: 

Contact = Main Client. 

Contact Custom = Custom fields added to the contact section. 

Global = Today’s date. 

File = File related fields. 

Bill = Financial information. 

  1. 5. To add a field to your document, place your cursor where you want the field to appear and click the field on the Template Designer.  

 

      6. To add multiple fields, select the fields and click Add all selected. 

 

  1. 7. When finished, save the document. 

Uploading Email Templates to Thread 

Once you have created and coded an email template, upload it to the Template Desk on Thread so it can be used when sending emails. 

  1. 1. Select the Template Desk on the left pane and click Create and Edit. 

  1. 2. In the categories drop-down box, select Email Template. 

 

  1. 3. Create a new doc by clicking New or click the box shown to upload the email template you have created. 


  1. 4. Select the document from your device and click Upload on Thread. 

 

  1. 5. In the confirmation pop-up that appears, click OK. 

6. You can now use this template for emails in files. 

Using Email Templates 

Email templates can be created and used for any emails sent through the application. Please ensure that you are using the correct template and file contact when using email templates. 

  1. Click the file you want to send an email from.  

  1. On the File Documents page, click Emails. 

 

  1. Click New to create a new email. 

 

  1. Click To and choose who you want to send the email to, or enter the email of the client. 

  1. Click Use email template. 



  1. In the pop-up that appears, select the template you want to use and click Next. 

 

  1. Select the correct contact to generate the email template for and click Create. 

 

  1. The template will be generated in the email. Make any necessary changes to the email and click Send. 

  

To find out more about templates, go to Templates/Precedents - Overview.

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