If Smart Templates are enabled within your Equinox account, they are stored in the following location:
- Go to the System tab
- Click on Standard Templates
- Smart Templates are listed at the bottom
There are 4 elements used to create a Smart Template:
Element | Description | Example |
Master Template | This is a Word document that acts as the base template for letter correspondence. Typically used to stores the header/footer design and any other graphic that is always required for a piece of correspondence. | Word Header containing your company logo Word Footer containing your contact information |
Header | This contains custom information, depending on the recipient. Note: This is different from the header within your Word document. | The contact address details Headings or subject line of an e-mail Case references |
Content | This contains the greeting and main body of text within the correspondence. This may include a range of fields that are populated based on case or contact information. | Body of the letter/email |
Sign-off | This contains the final text that is added to a piece of correspondence. The sign-off typically includes a user’s signature, formal name and job title. | Signature image User Title |
These template elements are combined to produce correspondence as follows:
Smart Templates should be set up in the following order:
- Create and upload your Master Templates (Includes information consistent across all templates)
- Set up your Sign-Off (Configure your signatures)
- Configure your Headers (Includes information that is used across all templates but that is dependent on the recipient
- Add your Content (Body of the correspondence)
For more information on configuring each element please see the articles below :