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CCH Software User Documentation

Edit an Email Template - HTML format

The email template can be edited easily.

1. From either the Find Contacts or Find Clients search screen, select Email templates from the Task Bar.

Mail Merge - task bar email templates.PNG

2. This will return the templates list. Double click template or select the template and then click on the Open option.

Mail Merge - email templates tab - open.PNG

3. This opens the Email Template tab where you can make the necessary changes to the selected template.

Mail Merge - email templates tab - edit.PNG

4. Click Save to save the changes.

lick Save when you have made your changes.

 

 

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