Email templates allow you to create standard templates directly in Neos to communicate with Intake leads and for Checklist Automation. Customize text, insert images, and add merge fields without having to use the Word Add-in.
To use email templates, your firm must have the Intake Pro subscription, which is a paid feature in NeosAI Platinum. Contact your Customer Success Manager or email [email protected] for more details.
NOTE: Your firm must have the Add permissions to Directories > Templates to add Email Templates.
To create a new email template:
Click the Settings button from the left navigation pane and select the Templates button from the Directory Editors group.
Select the Email Templates tab from the left pane.
A list of your firm's existing email templates will be listed in the grid.
Click the New Template button to add a new email template.
Enter the following details.
Enter text into the body of the email template. Use the text formatting options to customize the text and layout. You can also add a picture and merge fields. Refer to Adding a Note for more details on picture configurations.
Template Name – Enter a unique name for the email template. "Untitled Email Template" displays by default. This is a required field.
NOTE: You will be prompted to save the template with a new name in the Save Template window when Save is clicked if you did not edit the Template Name field.
Subject – Enter the subject of the email template. The subject will display as the Subject when sending the email.
Note Topic – Select a note topic, which is used when the email is saved to the Notes Tab.
6. Click the Save button to save the new email template.
Add Field
Merge fields (tags and prompts) can be added in your email template from Neos. Select the + Add Field button.
Choose between Prompt and Merge tag.
If Prompt is selected, a Prompt text field will display. Enter the desired Prompt and set the Data Type (Currency, Date, Name, Select, or Text). The selected data type will display a field of that type during the document assembly process e.g., Currency shows a money field, Date shows a date field with a calendar popup, Select shows a dropdown of custom options, and Text displays a text field. Click the Save button to save changes and close the Insert Merge Tag window.
If Merge is selected, use the Filter By Tab, Filter by Case Type, and Tag fields to find the Neos field that should be used during the document assembly process. For example, to locate the full name of a Party, you would select the Party Tab, and the Name Full Name Tag. Filter by Case Type is not required but will filter the list of tags by associated case type. Click the Save button to save changes and close the Insert Merge Tag window.
