Before you begin: For PC users only, we invite you to install the tools for the Office suite if you have not already done so. Note that the administrator rights of your workstation may be required to proceed with the installation. In this case, contact your system administrator.

Step 1: Go to the Admin tab in the main menu.

Step 2: In the Template Management section, click on the "Word" tile.

Step 3 : Click on the download at the bottom of the screen to open Word. In the tab JurisÉvolution - Web, click on the icon ''Manage templates''.

Step 4: In the upper right corner, click on the arrow next to the + and select the "Create Email" option.

Step 5: Name the email template and give it a description if needed.

Step 6: Write the subject of the email and click on the pencil icon in the "Text" section to write the content of the email.

Note that if the "Object" field is empty, the following default object applies:

Your invoice for professional services rendered - [Name of your firm].

Note that it is possible to include merge fields in the content of the email and in its subject. To access the list of merge fields while creating or editing an email template, press the F6 key on your keyboard.

Step 7: Save the content of the email using the green check mark in the compose window.

Step 8: Save the email template using the green check mark in the preview.

You can then close the template management window and Word.

Result: Your email template is now available for use.

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