Managing Communication Templates
In IDMS, you can customize the way a communication template looks. This is only for emails you may send customers. It may include a thank you letter, a receipt, a survey, or a lead follow-up. Rather than recreating it each time, you can use the template and just insert the person's information.
Important! Text templates are not editable. Contact Solutions By Text (SBT) to add or edit text templates. Additionally, letters are not editable as those are created through IDMS legal forms department.
This video provides an overview of managing communication templates in IDMS.
In Settings, you can perform the following tasks regarding communication templates: