Canned emails are a way to send different types of preset emails to clients quickly while maintaining consistency company wide. There can be single templates for each type of email, or multiple for each type of email depending on a customer, situation or the user sending them.

Creating a New Canned Email

Step     Action

  1.       Select {Settings} and then select {Canned Emails} under Communications.

  2.       Select {New}. A New Canned Email page will open.

Field	Description
Name	Enter a Name.
Type	Select Type option from the drop-down. Types include: Accounting General Item Journal Entry Login Online Order Confirmation Online Order Needs Approval Online Order Sent For Approval Orders Outsourced Proof Purchase Order Quote Shipping
Default	Default set to No. Toggle switch to Yes to set the canned email as the default option for this type.
Subject	Enter a Subject
Email Body	Enter in email details. To add a Canned Email Template: 1. In the bottom left corner of the document entry field click on the <> HTML Text  icon. This will switch you from the default Design mode (pencil icon) to Text-Edit mode. 2.Open the text file for the template you've chosen to add. Note:  To locate a document template, see Canned Email Template Folder. You might be prompted to select a default text editor on your local machine. 3. Copy the entire document and paste it into the document entry field (ctrl+a ctrl+v on PC CMD+a CMD+v on Mac).