How_do_I_edit_an_email_template_

How do I edit an email template?

After you create an email template, you can change the text and variables that display in the subject line and body.

Editing an email template allows you to update the content, formatting, or messaging used in system-generated emails. This helps ensure that email communications remain accurate, consistent, and aligned with current business or tax requirements.

You might edit an email template to update contact information, revise instructions or due dates, add or remove variables, improve messaging clarity, or customize communications for specific situations. Keeping templates up to date helps provide recipients with accurate and professional information.

Changing an email template

1. Open Connect Business Tax Collection > Organization > Organization.

2. Click to select the Email Templates tab.

3. Click to select the email template that you want to edit from the Type list.

The email template properties display on the Template tab.

4. Now, update the content saved in the fields titled Subject and Body.

5. Click Save (CTRL+S).

The email template is updated.

 

 

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