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High Compliance Environment Help Center

Setting 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.

Tip!

This default is overridden by an auto-text default set at the project level or the user level.

  1. Click Setup, then under Configuration, select Preferences.
  1. Click the Organization tab, then scroll down to Mail. 
  2. At Select mail types, click the Edit button.
  1. Next select the Auto-text button for the mail type you want to edit.
  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.
  1. Select the default auto-text item you want to use for this mail type from the options in the Default Auto-text list. The options listed here are the ones in the Selected Auto Text field.
  2. When you’ve finished, click OK, and then the Save button.