Josh Sherman
posted this on Jan 23 09:44 pm
1. Go to the "Individuals" area and click on the "Print" button in the top right hand corner.

2. Click on the "Email" button.
NOTE: All the individuals that have their name checked will receive the email. If you don't want to have the email sent to that individual, just uncheck the box.

3. Click the "Insert" button to create a new email template.

4. Give the Email template a name and category. The categories are for your internal uses. Basically a way to group your email templates together based on the kind of emails they are.

5. Compose the email subject and message.

6. After composing the email Click "Finish"
7. Now the new email will appear in the email templates window. Highlight it and click the send button.

8. There will be a email progress window to show the sending progress.

9. When it is completed click the "Close" button and the emails have been sent.