You can create your own email templates from scratch, but it's helpful to start with a sample.

To download a sample template:

1. Choose a sample template
2. Right-click the template image (provided in sample template download links) and select to "Save as Target"
3. Save the .htm file to a folder that is easily accessible on your network

To test an email template:

1. Create the relevant type of email (customer or job)
2. Select the .htm template file via the Open message icon
3. Preview the email template to see how the fields look when populated

To modify a template:

When sending an email, you can modify the template on-screen then save it with a different name. See the TIP below.

Signatures

The sample signatures in the templates are images published on the YearOne website, so you could take a similar approach with your own signatures.

If you don't need to include an image in your signature, you could use AutoText .

TIP

More complex modifications should be done via an HTML editor. If you're new to HTML, you might like to build your skills using one of the many free on-line training websites such as http://www.w3schools.com/.