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Email templates are only available in Practice Pro + Accounting systems.

https://www.youtube.com/watch?v=GZasbvEZtPA

https://actionstep.zendesk.com/hc/en-us/articles/360022855814-Creating-Email-Templates in Actionstep Help Center


Hands-on

  • Create a Matter Type Email template.
  • Send an email using an email template.

 

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