How do I create email templates?

If your Solve administrator(s) have granted you access to modify templates, under Solve360 Menu > Modify user accounts, you can create email templates like this:

  • Login to the desktop version of Solve
  • Click Solve menu > Access Webmail > Create a message
  • Enter content in the Subject and Body of the message - you can also use the “Insert a field” feature and when the template is applied the field markers will automatically be substituted with your data
  • Near the top of the message click Arrange email templates > Save the current email as > A new template…

If you are using Solve from another computer or device simply relogin there to see the change instantly.