Once you've created message templates, you can easily use them in internal messaging. This allows you to quickly initiate and send internal communication.

Important: Only users with template permissions can create message templates. However, anyone can use message templates.

Steps

1. From the main menu, click Inbox.

2. At the top-right, click + Message.

The New Message window appears.

3. At the top-right, click Template and select the desired template.

The template is applied to your message.

📌 Note: Once you select a template, the Title is automatically added to your message. This comes from the Message Title field when creating message templates.

4. Input message details, e.g. select a recipient, add any attachments or mark message as urgent, and click Submit. Your message is sent to the recipient.

Created January 11, 2022

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