How to categorize email templates

To categorize email templates:

  1. Login as an Admin
  2. Select Project
  3. Go to Emails & Docs
  4. Click on "Add/Edit Categories"
  5. Create Categories
  6. Go Back
  7. Select your Email Template and select Category from the drop down menu
  8. Save
Note:  When a user sends an email to a contact the Email Templates will show up on the list under the category name.
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