How to create and assign a new default PDF Questionnaire Email Template

When a user sends a PDF Questionnaire to a Client from Migration Manager, an accompanying email is generated and the Questionnaire is attached to that email. This article covers how to create and assign a new default Questionnaire email templates.

1. Open the System Preferences

First, go to Tools > Administrative > Preferences in the top toolbar.

2. Open PDF Questionnaire Email Settings

Once the Preferences window has opened, navigate to the Questionnaires tab and then go to the PDF Questionnaire Email Settings tab.

In the PDF Questionnaire Email Settings window there are two sections:

  1. The Questionnaire Email Templates. In this section you can create and edit the content of the template;
  2. Select the Email to use for each Questionnaire. In this section you can assign a particular template for use with a particular Questionnaire.

3. Click Add

If you want to create a new template that you can then assign to a particular Questionnaire, this is done from the Questionnaire Email Templates section. To create a new template, click on the Add button.

The email template editor will now appear.

4. Add a Title

First you will need to add a Title for the template so that you can identify it when adding as a default for a template.

5. Add a Subject Line

The Subject Line will be what appears in the Subject line of the email that is generated.

6. Add the Message

In the Message Body you will enter the content that you want to have appear when the email is generated.

Tip: add the merge fields from the field selector on the left to have dynamic fields in your email that will be populated based on the data in the matter. To add click the > button.

7. Click Save & Close

To finish creating your template, click Save & Close.

8. Assign the Template

The new template will now appear in the list of Questionnaire Email Templates and will now be available to be set as the default template for a particular Questionnaire. To assign the new template, click the dropdown in the Message column next to the Questionnaire you want to assign the email template to.

9. Save & Exit

To finish, click Save & Exit. This will save the preference change.