JAVLN Officetech User Guide: Template functions

Templates

JAVLN Officetech Templates allows all Users to access the same document, spreadsheet, and email templates. 

To open a Template:

1. Click the Ellipsis button at the end of the row.
2. Select Download to open the required file.

Attach to Email 

Attach to Email will attach the Template to a new email.  

To attach a Template to an email:

1. Click the Template
2. Select the New Email icon.  

• If needed, Click thebutton to add additional files from other OfficeTech locations

• If needed, Click thebutton to remove the selected file(s) from the new email

• When the External checkbox is selected, all of the files listed will be inserted into your email (this is set as default and should be the option selected when sending emails to people who do not have access to your JAVLN Officetech, i.e. clients).  

• The Internal checkbox inserts links to the files listed, which can only be opened by users who have access to your JAVLN Officetech system, i.e. colleagues.

You can also attach the document to an Email Template:  

1. Click the Browse button to select an email template to attach your files to.
2. Click Create Email
3. This will generate the Outlook email window, with the attachment, from where you will populate the email details and send.
4. Outlook will send your email.

Find Template 

To search for a Template, you can enter a keyword in the Find Template field.