Navigation in Templates

← Emailing & Email Marketing
If you and your team are heavy users of our email templates feature, it can be overwhelming at times to find the exact template you are wanting to use.  This little trick helps you find that special template much easier.  
  1. First start with opening a new email window, clicking on the 'Templates' button and then choosing either 'Edit' or 'Load'.  
  2. When the drop-down list of templates opens up, just start typing the name of your template to quickly hop to the template in question.  Use the “Backspace” button to start a new search.
Below is an example:
  • If you would like to edit “Sales-Contract” template, start typing “Sal”.
  • For template “Bullet”, type “Bu”. 
Note: For every new search, please use the “Backspace” key and then search again. 


Emailing & Email Marketing

  1. Setting Up Email
  2. Sending a Single Email
  3. Email Marketing Options in Exelare
  4. Sending Candidate Lists (HotLists)
  5. Sending Mass Emails – Email Merge – Email Marketing
  6. Sending Job Lists (ReqLists)
  7. Setting up SendGrid Integration
  8. Drag & Drop Attachments to Outgoing Emails
  9. Email Already Linked Documents from xTabs
  10. Setting Default Email Accounts for Single & Bulk/Mass Emailing
  11. Navigation in Templates

Feedback and Knowledge Base

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