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Features |
Why do I need this |
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Create an unlimited number of Templates by creating a new email
and then clicking Save Template |
Nothing new to learn – if you know how to write an email, you
know how to create a template.
Templates can then be used to speed up the writing of emails. |
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NEW! |
Create Template from Selected Text in the middle of an email you
are currently working on. |
Easy way of creating templates without leaving what you are
working on. |
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Insert Template (Text Only) |
Insert frequently repeated text fragments without formatting in
the middle of an email at the click of a button. |
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Insert Template (with formatting) |
Insert frequently repeated text fragments with formatting
in the middle of an email at the click of a button. |
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Search for templates on main Templates screen by typing any
word(s) from the templates name. |
Makes it quick and easy to find and use a templates. Great time
saver once you have a lot of templates. |
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NEW! |
Categorise your templates into groups of your choice (e.g.
Sales, Support, Admin) |
Makes it easier to find the most
appropriate template when you are not sure |
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NEW! |
Insert personalized fields within the email using macro tags
in the template. These tags will be replaced by the recipient’s
name, date etc when you use the template. |
Allows much more personal use of templates as the inserted text
is automatically customized with the person’s name. |
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NEW! |
Supports To, CC, BCC in templates so that InsertText
automatically adds predefined recipients in emails when you are
using the template. |
Emails are more than just the message text. This speeds up your
work when you need to automatically CC people for certain
emails.
Also allows you to have pre-addressed email templates ready for
reporting problems etc. |
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NEW! |
Supports attachments in templates which means that in addition
to the text in your email, files can also be attached. |
Great when your standard response also includes supporting
information in attachments (e.g. sales brochures) |
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NEW! |
New using Template added to Outlook |
Creates a new email with the chosen template text (and other
fields) at the click of a button. |
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NEW! |
Reply using Template button added to Outlook |
Does a reply and inserts the template text (and other fields) at
the click of a button. |
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Reply to all using Template added to Outlook |
You can do a Reply to all on an email using a template
text (and other fields) at the click of a button. |
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NEW! |
Forward using Template added to Outlook |
Forward an email using the template text (and other fields) at
the click of a button. |
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NEW! |
Copy (Text only) |
Copy text from a template with a click of a button to use in
other applications.
For example, you might be using a different application to
handle all your support. You can copy/paste the contents from
templates within Outlook to applications outside Outlook. |
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NEW! |
Copy (with Format) |
Allows you to copy the same text but with format. Saves you
great deal of time ending up formatting your replies. |
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NEW! |
Supports Private and Shared Templates |
Templates can also be shared
across an organization. The benefits multiply very quickly. It
provides a great system for ensuring that the quality of
everyone’s correspondence increases (instead of being based on
the skill of each individual). |
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NEW! |
Access Templates from Outside Outlook (from System Tray) |
Use InsertText in other applications besides Word e.g. we use
the same templates when working via email or our web-based
support system. |
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Track Template usage |
Identify which templates are used
most with built-in automatic logging – this simple feature can
help you identify which templates should be refined for better
business results (logging can be turned off and on from the
settings screen) |
