Use a Communications Template when Sending Communications

To use a communications template, the template must first be created. WIKI LINK HOW TO: CREATE A NEW COMMUNICATIONS TEMPLATE

To use a pre-existing communications template, go to the Send Communications Page in the Communications Module.

Select the page icon to the right of the Send Communications Page Header opening the Choose A Template Modal.

A dropdown menu allows you to choose to add additional attachments from the template to the existing Send Communication form, or to completely replace what is on the form with the attachments associated with the template.

Selecting “Replace” from the dropdown menu will remove any existing attachments on the Send Communication form.

Clicking the communication template you wish to use will input who the communication is being sent to, the subject of the email, and the body message automatically, as well as add or replace attachments based on your selection in the dropdown menu above the template list.