Articles

Error Messages and Resolutions
Error When trying to upload a document to the email template you receive the following message. Message String or binary data would be truncated. The ...
Tue, 11 Feb, 2020 at 4:14 PM
How to Create/Edit an Email Template
You can compose/edit an email template with any text or formatting using the built in email Composer. In addition to having standardized email templates, yo...
Thu, 15 Dec, 2022 at 12:37 PM
How to Send an Email Campaign
To send mass emails or letters you must first configure your email and letter templates. For more details on how to create an email template, refer to our h...
Wed, 11 Jan, 2023 at 2:23 PM
Edit Email Templates
To edit an existing email template:  Login to your site. On the upper right-hand side of the top navigation toolbar click Emails/Letters In the Email...
Fri, 11 Sep, 2020 at 8:43 AM
Top 10 Ways to Improve Email Campaign Engagement
Instill these best practice procedures to improve campaign rate of return by reaching your target market and enticing a call to action.  Regular analysis o...
Fri, 17 Sep, 2021 at 9:48 AM
Copy Email Templates
When the need arises to create a duplicate copy for a new Email Template, use the Copy option to quickly copy an existing email template and all it's f...
Fri, 16 Dec, 2022 at 11:07 AM
Attach PDF with Custom Password
Due to heightened security protocols there are times when documents must be password protected on the customer portal with strict password policies. The sol...
Mon, 28 Nov, 2022 at 1:48 PM
Email Attachment Options
When you are sending emails, you have the option of generating a letter which will be created from your Word Document Template and turned into a PDF file fo...
Mon, 12 Sep, 2022 at 9:44 AM
All Email Batches
In the event that you should need to review a previously sent batch of emails for validation or troubleshooting purposes, follow the below steps. All Email...
Tue, 26 Oct, 2021 at 11:43 AM
State Disclosures
You may add standard state disclosures to any template using the built-in State Disclosure editor. Using this tool you can create a disclosure for each stat...
Thu, 15 Apr, 2021 at 3:28 PM