System Level Email Settings

 

Set the default subject line and/or body text of history and image emails.  The system level settings can be overridden at the client level.  See Client Level Email Settings.

From the menu bar,

select System, Firm Information

to display the Firm Information Settings Screen.

Select the tab to display the system level email default settings screen.

Click the  to set the defaults of history email or the button to set the defaults of image email.  

Enter any subject or body text.   

Select a variable to include in the email body from the Available List. Click the button to move the variable to the selected list.   Continue until all needed variables have been selected.

Click the button.


Note: Setting default body text for an email will disable the electronic signature feature.