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Sending a Template

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Sending a Template

  1. Click the SEND tab on the top menu.
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  2. Click the + TEMPLATES button and select the template you wish to use.
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  3. Add the recipients address(s) in the open EMAIL fields(s), email subject and body and click NEXT.
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  4. Review the Document and click NEXT or SEND depending if the template will be pre-filled or sent.
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