Document or Classic Email Templates

From Communications, click Manage Communications. The Communication Categories page appears. To add a template to an existing category, click the category name. To create a new category, under Tasks, click New Category.

When you are on a category page, under Tasks, click New Document or Classic Email Template. The Communication Template Wizard appears.

Note: If your internet browser includes an add-on for Skype or Lync, the add-on may convert all phone numbers in your template into clickable links which can open Skype or Lync. We recommend you disable these types of add-ons. For details, refer to your internet browser's help documentation.

On Step 1, enter the basic information for your template.

  1. In the Name field, enter a name for your template.

  2. In the Description field, you can enter a description to help you identify the template.

  3. To prevent other users in your organization from editing the template, select Read Only.

  4. To make this template a favorite, select Favorite Communication Template. Favorite templates appear in the Favorites tile on your Home dashboard.

  5. In the Subject field, if you intend to send this communication as an email, enter a subject for the email.

  6. To include a link for recipients to forward the message to a friend, select Include "Forward to a Friend" Link within. Select whether you want this link on the header or footer of the email.

  7. To include a link for recipients to open the message in a web browser, select Include "View as a Web Page" Link.

  8. To include links to share the communication in social media, select Include Sharing Links.

  9. If you intend to print the document or create a PDF, select the page size, orientation, and margins.

  10. Click Next to select a layout for your template.

On Step 2, select the category of document you want to create. Templates are provided for printed documents, envelopes, event invitations, and newsletters. Once you select a category, click on a template to select it, or choose a blank template to begin from scratch.

If you select a pre-defined template, you can still change the colors, layout, fonts, and images. For more information, see Document or Classic Email Layout.

On Step 3, you can edit the appearance of the communication template.

Note: To preview the text version of the template, click Text Version.

  1. To edit an element, click on element's block. The Edit Contents screen appears. For more information on how to edit elements, see Guided Editor Mode.

    Tip: On the Edit Contents screen, you can use the TinyMCE HTML editor to create, edit, and style content. For more information, see TinyMCE HTML Editor.

  2. To add a new element, select the block you want to add in the Add Block field.

  3. To rearrange the elements of the design, hover over the block and click the four-way arrow to drag and drop.

  4. To delete an element in the template, hover over it and click X.

On Step 4, select an option from the Save and drop down menu and click Next to save the template.