A Message Template is a saved subject and email body.
The Allow Users to Create Message Templates setting provides the ability to create message templates to make it easier if you have several types of messages that you send. It is a shortcut to pre-populate the subject and message body instead of having to fill them out. If enabled, A “Create Message Templates” button will appear in the TEMPLATES tab. Message templates will appear in a drop-down menu in the SEND tab.
The SETTINGS tab should be available for all RSign® user roles (RPost® Super Admin, RSign Support, Customer Admin, and User). This setting is available under the COMPANY and PERSONAL tab.
- Click the SETTINGS > Template.
The Template settings menu displays the Option and the visibility settings including Display on Send Tab, plus Default Settings, Override User & Lock Settings.
- Scroll down the Option column and select Allow Users to Create Message Templates to manage or change the default settings.
Allow Users to Create Message Templates has the following defaults and options.
Default Settings: Allow Users to Create Message Templates is set to “Y” by default.
- Y: A “Create Message Template” button will be visible in the TEMPLATES tab and can be selected. The Message Templates drop-down menu will appear in the SEND above the subject and text body.
- N: The “Create Message Template” button will not be visible in the TEMPLATES tab. The Message Templates drop-down menu will not appear in the SEND tab.