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Once an email template has been created, you can edit email templates via the Mail Merge Wizard.

You may want to do this if there is a spelling mistake or you need to update a year reference contained within the body of text or to add additional information to your email template.


To edit an email template
  1. In AE/AO, select the Find Clients page and then select a client who has an email address and click the Mail merge wizard from the TASKS bar.

  2. In the Select the mail merge method screen, select Email and click Next.

  3. In the Select the email template screen, right-click on the email template you wish to modify and click Edit Template.

  4. Make the required changes and then click OK. Close the Mail Merge Wizard by clicking Cancel.