How to create secure message templates

If you have regular or recurring communications to share, you can create templates to standardize and streamline the process.

 

Follow the steps below to successfully create a custom message template:

  1. Click Settings on the left side menu.

  2. Select Message Templates under Accounts and click +New message Template.

  3. Add a name, description, and content for your template. 

  4. Click Create to save the template.

Note: You cannot delete the message template after you have created it. However, you can still edit the message templates by clicking the pencil button beside the specific template.

To create a regular secure message, please click here.