Mail PrintPDF Template

The Mail Print PDF templates are standardized print-ready formats often used for printable letters, bills, or statements that can be mailed to recipients, or can be converted to print as physical copies.

Create a New Mail Print Template

To create a template:

• Go to Template Management > Print Template > Create Template. A visual HTML editor will open to design your template.

• Using the elements in the editor, create a template catering to your requirements. All the elements are available with placeholders for dynamic content.

  
• Once done, click <> in the editor. Give your template a name, tag name, and category. Select the permissions and then click Save.

  

The template gets created and is available under “View Templates”.

View Mail Print Templates

All the Mail Print templates you created will be available here.

To view templates, go to Template Management > SMS Text Template > View Template

• To preview a template, hover on it and click View.

• To edit the template, hover on it and click Edit.

• To search for a template, you can choose to search by name, tag, or category. Type in the search box and click Search.

• If you do not require a template, hover on it and click Delete.