WorkBook

Download an Email Template

Use the Email Templates submodule to download an email template as a PDF file, a Word document, or an image file such as PNG or JPG.

To use the Email Templates submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To download an email template:

  1. On the main toolbar, click Settings .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company that contains the template that you want to download.
  3. In the left navigation pane of the Settings screen, click Folders, Reports & Documents > Email Templates.
  4. In the grid, highlight the template that you want to download.
  5. On the right sidebar, do one of the following:
    • To download the template as a PDF file, click Download as PDF .
    • To download the template as a Word file, click Download as Word document .
    • To download the template as an image, click Download as image .
    WorkBook saves the file in your machine.