There are four main categories of emails stored within 17hats: Regular emails, Document Emails, Automatic Confirmation Emails, and Reminder Emails. 

Each of these categories shows as email “types” which are listed on the right-hand column of your Document & Email template page:

Each message can only be used for one purpose which is defined by the type. For example, if I’m sending a questionnaire, only emails with a type of Email (questionnaire_send) can be used. 

If you are sending a document, you must create the document within the contacts project first. You can build the document from scratch, OR use a pre-saved template. 

Once the document is created and saved, you’ll then be able to click the “send” button, and an email pop-up will appear. Just as before, you can type the email from scratch, OR use a pre-saved template.
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What are the email types and where can they be used?

Regular Email 

Email (regular email)

These messages can be used when sending an email message directly from the project page, or in an action item within a workflow. They can be edited, deleted, and duplicated as needed within your Documents & Emails template page.

Document Emails

Email (questionnaire_send)
Email (contract_send)
Email (quote_send)
Email (invoice_send)
Email (portal_send)
Email (lead_send)

These messages can be used when sending the related document directly from the project page, or in an action item within a workflow. They can be edited, deleted, and duplicated as needed within your Documents & Emails template page.

When using these email templates within the project, you must create the document first. Once created within the project, you can send the email and use the related email template to send the document. 

Automatic Confirmation Emails 

Email (quote_confirmation)    
Email (questionnaire_confirmation)    
Email (contract_confirmation)    
Email (invoice_confirmation)

These messages go out automatically when your client accepts a quote, pays an invoice, signs a contract, or completes a questionnaire. You cannot delete these emails or prevent them from sending, but you can edit the content as needed within your Documents & Emails template page. 

For more about Automatic Confirmation Emails, click the button below

Reminder Emails

Email (contract_upcoming_send)    
Email (contract_due_send)    

Email (invoice_due_and_upcoming_send)    
Email (invoice_upcoming_send)    
Email (invoice_due_send)    

Email (questionnaire_upcoming_send)    
Email (questionnaire_due_send)    

Email (quote_upcoming_send)    
Email (quote_due_send)
   

You can turn on automatic email reminders for all document types, customize the templates, and set up rules for when automatic reminders will go out. This is completed within your Account Settings > Email Settings > Email Reminders page.

For more about automatic Reminder Emails, click the button below

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As always, feel free to reach out via Live Chat if you still have any remaining questions and we'll be happy to help out!

Keywords: Email types, Regular email, email reminders, document reminders, confirmation emails

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