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How to create an Email template

HR Duo System Guide

How to create an Email template

https://vimeo.com/hrduo/createanemailtemplate?share=copy

Instructions

  1. Go to ConnectDuo and select Emails

  2. Click on the Create New button

  3. Select the Jurisdiction and Category, at present these all correspond with Letter Categories

  4. Add the Name and Subject

  5. Untoggle Anyone Can Edit, to restrict editing the document to just the creator

  6. Press Continue

  7. Create the Email Template:

    1. By typing “@” and selecting a chosen field, or 

    2. Using the buttons on the right hand side. This will pull information from the employee you are sending the email to.

  8. When satisfied with the email draft, save it.

  9. Activate the Email Template to allow access to it when sending a letter via email.

For more information please submit a ticket on https://my.hrduo.com or on your HR Duo Go App and one of the support team will get back to you.