Email templates can be used to send out mass emails to your tenants, or just little reminders about payments or upcoming dates.

To create a template, click the edit button for email templates in the Templates section of settings.

Once done you’ll first want to give a name to your template. Then, type in the subject for the email. Since these might be sent out to many people, the less specific the better.

Then you can fill in the body of the message. You can make it very basic and apply to a wide audience, or you can insert data fields to have the system fill in specific information depending on who is receiving it. Please refer to Using Data Fields for more information on adding and using data fields in your message.

Once done, you can also include an attachment with the message. Click on the Add Attachment button to bring up the menu. From there, you can add different types of attachments. You can add a template from the system, like an invoice or maintenance slip. Simply select the category and the template.

The second option, Add Existing Attachment, allows you to add any attachments you've already uploaded into the system. The first dropdown is for where you've uploaded the attachment, whether into the Building, Unit, Lease, Bill, or Maintenance Request tab. From there, choose who or what it was attached to, and then the file itself.

You can also upload a file from your computer. Simply select the file and upload it into the system.

If the template is complete, just click Submit at the bottom and you’ll be able to use the template in mass emails or to specific tenants or vendors. For more help on emails, please refer to the help topics on the subject.