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When you find a pre-built template you like, copy it to your office's library. Once copied, it becomes a normal template that you can customize for your needs and share with your team.
Who Can Do This : Anyone can view the library...
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Last Updated: 09/08/2025
in More Guides Topics Messaging
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Preview the full text and content of any pre-built template before deciding to copy it to your office's library.
Who Can Do This : Anyone can view the library. Some templates are restricted to admins only.
To view a ...
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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 libra...
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Pipeline’s Message Template Library makes it easy to expand your collection of templates and draft messages instantly. Instead of creating every message from scratch, you can browse and copy from a wide variety of professional, pre-built t...
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The Message Template Library lets you draft messages instantly. Find, copy, and customize a wide variety of professional, ready-made templates for every step of your workflow, including client updates, helpful reminders, and more.
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Last Updated: 09/05/2025
in More Guides Topics Documents
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Last Updated: 08/19/2025
in More Guides Topics Documents
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Upload Docs Learn how to Upload Docs Maildrop Docs Learn how to Maildrop Docs ...
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Rename a doc on a transaction..
Who Can Do This :
To rename a doc:
View the Docs List
Scroll to the Docs section to see all docs, grouped by Permission Category.
Find the Doc to Rename Click the d...