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Set the Default Auto-text Template for a Mail Type for your Organization

As the Org Admin you can set the default auto-text (template) for a mail type.
  1. Click the Setup button on the Module Menu, and under Configuration, click Preferences.
Preferences Menu
  1. Click Organization tab, scroll down to Settings for this project, Mail, Select mail types, and then click the Edit button.
Mail Types
  1. Click the Auto-text button for the mail type.
Mail Options
  1. If required, change the auto-text available for this mail type:
  • To add auto-text items - double-click items in the Available Auto-text list to add them to the mail type. The items in the Selected Auto-text list appear in the Default Auto-text list.
  • To remove auto-text items - double-click items in the Selected Auto-text list to remove them.
Mail Options
  1. Select the required default auto-text item for this mail type in the Default Auto-text list.
Mail Options
  1. Click the OK button.
  2. Click the Save button.

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