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Editing an email template

How do I make changes to template?an email

Collaboratrice Virtuelle avatar
Written by Collaboratrice Virtuelle
Updated over 2 years ago

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: Find your email template in the list.

Step 5: Select the email template and edit its subject line or click on the pencil icon in the "Text" section to edit the email content.

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

Step 7: Save your changes to the email template using the green check mark in the preview.

You can then close the template management window and Word.

Result: The content of your email template has been modified.


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