To add a new email template

  1. From the Statements menu, point to Statement Setup and then select Email Templates.
  2. Enter a new Template ID.
  3. After specifying the Template ID, enter the Description.
  4. Enter the desired information for the email template.
    1. Specify whether this Email Template will be the default Email Template for new Bill To records by selecting or clearing the Use as default Email Template for new Bill To records check box.
    2. Enter the name and email address from whom the email messages will be sent. You can also specify a Reply To Address if different from the From Address.
    3. Enter any Cc or Bcc Recipients that you want a duplicate email sent to.

Tip: When emailing statements from Tabs3 Billing via Microsoft Outlook, sent emails will be retained in the active Outlook profile's Sent Items folder. However, if multiple people will be emailing statements, the sent emails will be in each of these senders' Sent Items folders, as opposed to being in a single consolidated folder. For that reason, you may want to consider including the firm's address as a Bcc Recipient for each email template.

When emailing statements from Tabs3 Billing via SMTP, a copy of the email message is not retained in the sender's Sent Items folder. If you want to retain a copy of the email statement for tracking purposes, add the desired recipient, such as the firm's email address, as a Bcc Recipient for each email template.

When emailing statements from Tabs3 Billing via Microsoft 365, a copy of the email message is retained in the Sent Items folder of the email account configured in Tabs3 Billing Customization as well as the email account in the From Address of the Email Template. If you want to retain a copy of the email statement for tracking purposes on another email account, add the desired recipient, such as the firm's email address, as a Bcc Recipient for each email template.

    1. Enter a subject for the email. The subject can contain text and variables from the Available Fields list.
    2. Enter text for the body of the email. The body can include text and variables from the Available Fields list.
  1. Click or press Ctrl+S on the toolbar to save the new email template.
See also:   Toolbar Buttons
  Adding a New Email Template Based on an Existing Template
  Customizing Email Templates for Specific Clients