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To further automate your Actionstep workflows, administrators can create templates for common emails in each matter type. These templates can contain both static text and merge fields. Administrators can make these available to users on the "compose email" screen or associate them with workflow step changes.
https://www.youtube.com/watch?v=GZasbvEZtPA
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https://actionstep.zendesk.com/hc/en-us/articles/360022855814-Creating-Email-Templates in Actionstep Help Center |
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