Email templates

Email templates allow you to upload any number of office email templates into the Brokermint email system within minutes. To create email templates, go to Fields > Email templates > Add template. If you would like transaction information to be populated, you can add appropriate shortcodes to the template. 

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Once a template is created, you can use it for sending emails. To do this, go to the Checklists/Documents/Unsorted sections or the Users & Contacts section within the required transaction. If you are under Checklists/Document/Unsorted tabs, select the Email button and choose the required template by clicking the use template link. 

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