Template Folders (Training 3)

To work with Template Folders you should go to Settings > Email Template Builder > Template Folders:

In this tab you can Create new folders, Edit or Remove the already existing ones:

NOTE: You cannot make any changes to the folder “Default“!
Why do I Need to Organize My Folders?

In many cases, it helps you to save time when you manually send an Email to your Client in MoveBoard.

For this:

  1. Find the Request of a Client you want to send an Email to;
  2. Click on the image of an Envelope in the Request Form;
  3. Choose the Folder you need;
  4. In the Folder choose a necessary Template;
  5. Click on Send Emails and Close OR proceed with working on the Template by clicking on the image of an eye:

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