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How to configure a template ?

Setting up a transfer template saves time and simplifies recurring mailings by pre-filling information such as recipients, subject or message. To do this :

Go to your home page and Click on “Dashboard” at the top of your screen ;
Then select “Settings” from the side navigation of your “Dashboard”;
You'll find a “Transfer template” box containing a file transfer form. Fill in the fields of your transfer template;
Click on “Save” to save your template information.

Updated on: 21/11/2024

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