How do I set up email templates?
Connect can send an email notification to an account owner to let them know something. For example, when a tax return is created, Connect will send an email notification to the person or organization who files the tax return to let them know a new tax
return has been created and it is ready to file.
Preparation
You'll need the information that you want to include in the email.
You may also want to know the variables you can use to format the email content. See the help topic titled How do I add variables?
Setting up an email template
1. Open Connect Business Tax Collection > Organization > Organization.
2. Click to select the Email Templates tab.
3. Click Add a New Email Template.
Note: You can add one email template for each email type. If the email template has already been created, the Add a New Email Template button will be disabled.
The New Email Template form displays.
4. Use the Type menu to select an email type.
5. Click OK.
The email template is added. Now, you can add the text that will appear in the subject line and body.
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