How to set up message templates for sending documents

Bookem lets you use custom message templates when sending documents.

You can create your own templates or choose from the library.

Here's how

Follow these steps:

1. Go to Settings > Message templates

2. In the top right corner, click '+New template'

3. Create a new template or select one from the library

4. Once finished, click 'Create and close'

How to use message templates when sending documents

When sending a document manually in Bookem, you can select a message template to pre-populate the accompanying message.

Follow these steps:

1. Open the document you want to send
2. Click 'Send'
3. Select a message template from the list
   
4. Review the message and click 'Send'

Note: if you only have one message template, it will be selected by default. A list will only be displayed if you have two or more message templates set up.

Learn more

• How to use Bookem automations