Uploading Template into Dear

Uploading Templates in Dear

Every section has the option to add a new template, it is easier and recommended to download an existing template, edit it and save it under a new name then try to create a template from scratch.

1. In Settings -> Document & Email Templates
2. Click on the new template
3. Select a Template type for the new template
4. Give the template a unique name
5. Upload a document and/or email template See Add an email template for more information.
6. Save your changes - the template will now be available to be selected