Create a Text Template

Create preset texting templates to help automate client responses, these can even be created in other languages.

• Verify Text Templates are activated. 
• NOTE: This can only be done by a firm administrator, office manager, attorney, or someone with the administration settings page access advanced permission.
• Navigate to the  Icon.
• Select Text Templates.

• Select Create New.

• Name the text template.
• Add a message and select keywords to automatically pull in case information. 
• Select Save. 

• The template will now be available from the texting window of all cases. 

Here's how to Use a Text Template on a case.