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CCH Software User Documentation

Rename an Email Template - HTML format

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. The Email Templates tab opens. Select the template by ticking on the tick box in the grid and clicking the Rename option on the Task Bar.

Mail Merge - email templates tab - rename.PNG

3. To rename enter a new description and then click OK.

Mail Merge - email templates tab - rename dialog.PNG

 

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