Each email sent from CAS 360 uses an email template. A template can include files you've uploaded to it, which are attached to every email sent with that template. This article shows how to check which template a document will be sent with, and what files are attached to it.
Check which email template is selected for a document
- Open the Document Production screen for the company or trust.
- Click the Email Options.
- The email template selected for that documents is displayed and can be changed to any other created Email Template.
Tip
The template marked as Default is selected automatically in Document Production. You can choose a different template before CAS 360 sends the email. See Email Templates and How to edit/change an email template.
Related questions
- How do I see what's attached to the email template?
- What email template is on my document?
- Which files will be sent with my documents?
- How do I check the email before sending a document?
- How do I remove an attachment from an email template?