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Templates Library
Central email, SMS, task and document templates scoped to team or personal.
WHAT IT DOES
Templates Library
Templates Library centralises email, SMS, task and document templates, scoped to a team or kept personal, so nobody rewrites the same message twice.
Templates use the same dynamic-field system as campaigns and Digi-Sign, rendering as pills rather than curly braces.
FEATURES
What's included.
- Email, SMS, task and document templates
- Team-scoped or personal templates
- Dynamic fields rendered as pills
- Shared with Campaigns, Digi-Sign and Tasks
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