To access templates on Capshare, click into the Dashboard. Select “Workflow” and click “Templates.”
If you’d like to make a copy of a template on Capshare, simply copy the source formatting of the original.
Step 1: Open the original and press the “source” button.
Step 2: Select all text and copy
Step 3: Create a new template (or select an existing template)
Step 4: Press the “source” button
Step 5: Paste html into source formatting
Step 6: Add mail-merge fields (called “tags”) and make any final adjustments to content or formatting.
Step 7: Don’t forget to press “save”!