Adding Email Templates, Attachments, and Supporting Notes

1. Create Email Templates

The email templates section is ideal for saving standardized messages related to a process.

• Scroll to the Email Templates section at the bottom of your system.

• Add a Heading First: You must enter a title for the template before the system allows you to create it. Click Add.

• Edit Content: Click the Edit (pencil) icon to open the editor.

• Format: Enter your subject line and body text. You can use bolding, lists, or even upload images from your computer.

• Save: Click the two green arrows icon to save the template.

• Delete: Use the trash bin icon if you need to remove a template.

2. Use the Supporting Notes Section

This area is for information that provides context but doesn't belong in the main step-by-step instructions.

• What to Include: Use this for research sources, supplier URLs, or reference tables.

• Add Interactivity: Highlight text and click the Comment icon to add a hidden note. When a user clicks that text later, your comment will pop up.

• Format: This section functions like a standard word processor, allowing for images, links, and tables.

3. Manage File Attachments

If you have documents, PDFs, or spreadsheets that support the system, you can attach them directly.

• Click the Upload File button.

• Select the desired file from your computer.

• View & Download: Once uploaded, you can click the file to preview it or use the Download icon to save a copy to your machine.

• Remove: Click the "X" or delete icon to remove an attachment.

4. Save Your Progress

Changes made to the Templates, Notes, or Attachments sections are not permanent until the system is updated.

• Scroll back to the top of the page.

• Click Publish to ensure all your new content is saved and visible to the team.