To create a new notebook type containing an email and several attachments please follow the below steps:
Create new Template typesTo create a new notebook type containing an email and several attachments please follow the below steps:
Create new Template types
In the Template Maintenance screen, set up a new template type. Name it Client Forms/Emails.
Create three new templates and name them Intro Email, Company Background, and Testimonials, and enter the files.
Add merge fields if appropriate.
Save and close the screen.
Create a new Notebook type
At the top left of the screen, click on New Notebook Type. The cursor moves to the Notebook Type field on the right of the screen.
Name the new notebook type Intro Package.
Assign the notebook type to a notebook folder. This is the folder into which the notebook entry will be stored when it is created in a notebook:
To the right of the Default Folder field, click browse.
The Select a Notebook Folder screen opens, listing all folders. To add the notebook type to a subfolder, double click on the parent folder, or on the plus (+) symbol. The subfolders are displayed.
Select the appropriate notebook folder and click on OK.
Click browse on the right of the Item Template field. In the Select a Template screen, choose the template Intro Email and click OK.
Note: Clicking on the eraser button deletes the item template.
Assign the notebook type to the applicant or contact as appropriate.
Click Save at the top left of the screen.
Link the document template to the notebook type
At the top of the screen, click Create Notebook Type Template.
Select the template type Client Forms/Emails and select Company Background.
Click OK. The linked template will be displayed on the Notebook Type Templates tab on the right of the screen.
Repeat the process and select Testimonials.
In the notebook click New and then click Item.
Click Select a Notebook Type and select the notebook folder.
Click Intro Package and then click OK.
Make any edits to Intro Email and click Send Email. The attachments are displayed on the lower screen.
The item is displayed on the right of the notebook screen. Click the plus (+) symbol to the left of the Notebook Type column to display the attached templates.