> For the complete documentation index, see [llms.txt](https://docs.totlelab.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.totlelab.com/totle-docs/commnunication/email-template.md).

# Email Template

{% hint style="info" %}
Email Template feature is available to **Personal Plan (or higher) subscribers**.
{% endhint %}

{% tabs %}
{% tab title="How to Create Email Template" %}

* Launch Outlook.
* Click on **"New Email"**.
* Enter the content you want to use as template.
* Click on the **"Template"** tab located on the right-side totle panel.

{% hint style="info" %}
If the right panel is not activated, you can activate it by clicking the **"More Options"** icon on the totle menu located in the Message tab.
{% endhint %}

* Click on the **"New Template"** button.
* In the "New Template" popup window, enter the **name of the template** and **customize additional options** you want to save.
  1. Sender address information
  2. Recipient, CC, and Bcc information
  3. Separate Sending and Macro Sending preset
* Click the **"Save"** button to complete the email template saving process.
  {% endtab %}

{% tab title="How to Edit Email Template" %}

* Click on **"New Email".**
* Click on the "Template" tab located on the right-side totle pane.
* Double-click on the saved template to retrieve the email content.
* After making modifications to the email template, click the **"Save"** button to save the edited content. 
  {% endtab %}

{% tab title="How to Send Email Template" %}

* Click on **"New Email".**
* Click on the "Template" tab located on the right-side totle pane.
* Double-click on the saved template to retrieve the email content.

{% hint style="info" %}
To load the recipient and "Cc" information saved with the template, make sure to click the **"Overwrite current contents"** checkbox, then double-click the email template to load the contents.
{% endhint %}

* If there are any modifications needed, apply the changes to the template, then **click "Send"**.
  {% endtab %}
  {% endtabs %}


---

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