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Set the Default Auto-text for a Mail Type at the Project Level

As the Project Admin you can set the default auto-text (template) for a specific mail type.

The project auto-text template you create is specific to your project and your organization.

  1. Click the Setup button on the Module Menu, and under Configuration, click Preferences.
Preferences Menu
  1. Click Project tab, scroll down to Settings for this project. Find, Mail, Configure available mail types, and click the Edit button.
Project Mail Types

If the Edit button isn't available, the Mail and Document types for your project are locked. You can't create default auto-text for a mail type.

  1. Click the Auto-text button for the mail type.
Autotext Button
  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. 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.
Auto Text Dialogue
  1. Select the required default auto-text item for this mail type in the Default Auto-text list.
Auto Text Default
  1. Click the OK button.
  2. Click the Save button.

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