Creating Text Inputs


Text inputs are commonly used text that can be made available to users when creating mail or transmittals. Text inputs can be assigned to selected mail and transmittal types and linked to a default subject.

To create text inputs:

  1. Click the cogwheel icon and select Admin.
    Select Admin from Cogwheel icon settings

  2. Select Configuration tables and select Text Input from the drop-down menu.
    Text Input selected in dropdown menu from Configuration tables panel

  3. Click the plus icon.

  4. Enter in the details of the new text input:

    • Text input: The code of the text input.

    • Title: The title of the text input.

    • Select mail and/or transmittal types: Select any mail or transmittal types that this text input will be available in.

    • Standard text: The text for the text input.
      Enter text input, title, Select mail and/or transmittal types and standard text in New text input panel

  1. Click Save.