Quick Save Message Templates

Save a Template While Sending

Explore the collection of pre-built templates available for your team. The library is the starting point for finding new messages that you can add to your office's personal collection.

Who Can Do This: Anyone can view the library. Some templates are restricted to admins only.

To view the Message Template Library:

  1. Go to My Info
    • Click your name in the upper right corner, then [My Info].
  2. Open the Template Library
    • Click [Template Library] from the Message Templates section of the left menu.
  3. Browse Templates
    • Browse the full collection of professional, ready-made templates.

Quick Save Message Templates

Easily find and work with the documents you need — whether you're grabbing a shared form, sorting new uploads, working a transaction, or reviewing docs for approval.