Message Templates |
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Using standard message text in reports you deliver via e-mail can be a great way to consistently send a standardized message to your clients while still including report specific information in each message. To set up your standard message text:
- Begin delivering your report using any of the e-mail methods described in this chapter and
click Edit standard message text in the Delivery
Information screen.
- Type the standard message you’d like to include in the e-mail message whenever you send a report in the first text box.
- Check any of the report items you’d like to insert into the message.
- Finally, type your “signature block” in the last text box and click Save.
Now, each time you send a report, this standard text is automatically inserted into the message and you can easily edit this text in the future if necessary.
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