When creating an Estimate Email or Confirmation Email, you can save time by starting from a copy of an Email Document you've already created. To do this, use the following steps:
- Select the email you want to copy in the Documents list by checking the box next to the Document.
- Hover over Actions and select Copy.
- The copy of the email appears in the Documents list, with “Copy” on the end of the name.
- Rename the document, change the Subject line, and click the Edit button.
- In the Document Editor, edit the text.
- Click Save.