Catergory Types Overview
Email templates are a great way to optimise your workflows. Combined with Scheduled Events, you can remove the humdrum, repetitive aspect of communicating the status of you tasks with Clients or your Team Members.
If you have the correct role, you can find the Document Templates section in the Sidebar or Admin panel of SwiftCase.
From the resulting listings, you can Create Template or Edit an existing one.
Create HTML Based Templates
You can build complex documents using html, and SwiftCase has a code editor built in.
If you want to add a Header or Footer, then you must create those as separate documents. Choose which type you want to create in this option.
If you want to add a particular header or footer to a document template then choose it in the Header or Footer Template dropdown options.