Email templates

Email templates are reusable, pre-written emails you can apply with one click when you write to a client or contact. Each template has a name, a subject line, and a body, and can include placeholders (tokens) that fill in real details like the contact's first name or your firm's phone number when the email is sent. Templates save you from rewriting the same welcome note, invoice reminder, or signature request every time.

You manage all of your firm's templates from one place: Settings > Email templates.

Before you begin

• Email templates live under Settings > Email templates. You can reach this from the sidebar by clicking Settings, then opening Email templates.
• Your ability to view, create, edit, archive, and delete templates depends on your role. See Who can manage templates below. If your role does not include View access for email templates, the page shows a no-access message instead of the table.
• Every member, regardless of role, can manage their own email signature from this page (see Email signatures). Signatures are separate from templates.

What email templates are

A template is a saved email you reuse. Each one stores:

• A Template name that you use to find and pick the template (clients never see this name).
• A Subject line.
• A rich-text Body that can include formatting and placeholders.

Templates can be Shared (available to everyone at your firm) or Private (visible only to you). They also move through a lifecycle: a template is Active while in use, can be Archived when you want to retire it without losing it, and can be permanently deleted once archived.

You apply templates in two places:

• The email composer on a matter's Communications, where picking a template prefills the subject and body.
• Workflow email and event steps, where you choose which template gets sent automatically.

Create an email template

Use this when you want a new reusable email at your firm.

1. In the sidebar, click Settings, then open Email templates.
2. In the top right, click Add email template. The Create email template dialog opens.
3. In Template name, enter a short label that describes the email, for example Intake follow-up. This is required and can be up to 128 characters.
4. In Subject, type the email's subject line, for example Following up on your inquiry. This is required and can be up to 256 characters. You can include placeholders here too.
5. In Body, write the email using the rich-text editor. This is required. Use the toolbar to format text, and wrap any placeholder keys in double braces, for example {{contact_firstname}} (see Use placeholders).
6. Expand the Available placeholders panel under the body if you need to look up which keys are available. Click See more to view every placeholder grouped by category.
7. Decide who can use the template with the checkbox This template is available for all members of the firm:
   • Leave it off to keep the template private to you.
   • Turn it on to share it with everyone at your firm.
8. Click Create email template. The dialog confirms with Email template created, and the new template appears in the table as Active.

Edit an email template

You can change any detail of a template later.

1. On the Email templates page, find the template in the table.
2. In the Actions column, click Edit. The Edit email template dialog opens with the current name, subject, body, and sharing setting.
3. Change any of Template name, Subject, Body, or the This template is available for all members of the firm checkbox.
4. Click Save changes. You will see Email template updated, and the table refreshes.

Use placeholders (tokens) in templates

Placeholders are keys you put in the subject or body that get replaced with real values at send time. This lets one template greet every client by name and include the right links automatically.

How they work:

• Wrap a key in double braces, for example {{contact_firstname}}.
• When the email is sent, Esqase swaps each placeholder for the matching value (for example the contact's actual first name).
• If a value is not available in that context, the placeholder is left unchanged in the email. Always proofread before sending.

To see the full list while writing a template, expand the Available placeholders panel below the body and click See more. Placeholders are grouped into categories:

• Contact: the recipient's details, such as {{contact_name}}, {{contact_firstname}}, {{contact_lastname}}, {{contact_email}}, {{contact_phone}}, and {{contact_address}}.
• Firm: your firm's details, such as {{firm_name}}, {{firm_email}}, {{firm_phone}}, and {{firm_address}}.
• Member (sender): details of the member sending the email, such as {{member_name}}, {{member_firstname}}, {{member_email}}, and {{member_phone}}.
• Event: scheduling details, such as {{event_title}}, {{event_date}}, {{event_time}}, {{event_timezone}}, and {{event_url}} (the link the client opens to view, schedule, or reschedule).
• Form: {{form_title}} and {{form_url}} (the link the client opens to fill out the form).
• Task: {{task_title}} and {{task_date_due}}.
• Invoice: {{invoice_id}}, {{invoice_amount_due}}, {{invoice_amount_paid}}, {{invoice_status}}, {{invoice_date_due}}, and {{invoice_url}} (the link the client opens to view and pay).
• Document: {{document_url}} (the link the client opens to view or sign the document).
• Access: {{access_url}} and {{access_password}}, used when you share a password-protected link.
• Today: {{date_today}} and {{time_today}}.

Make a template shared (firm-wide) vs personal

Sharing controls who can see and use a template.

• A Shared template appears for everyone at the firm. Anyone with access to email templates can pick it in the composer and in workflows.
• A Private template appears only to you. Other members never see it, even on the Email templates page.

To set sharing:

1. In the Create email template or Edit email template dialog, find the checkbox This template is available for all members of the firm.
2. Turn it on to make the template Shared, or leave it off to keep it private. The helper text reads "When off, only you can use this template."
3. Save the template.

In the table, the Shared column shows a Shared badge for firm-wide templates and a Private badge for personal ones.

Archive, restore, and delete a template

Archiving retires a template without losing it. Deleting removes it for good.

Archive a single template

1. On the Email templates page, find an Active template.
2. In the Actions column, open the More email template actions menu (the ... button) and click Archive.
3. The template moves to the Archived tab and stops appearing in template pickers (the composer and workflow steps only show Active templates).

You will see a confirmation that the template was archived.

Restore an archived template

1. Click the Archived tab to list retired templates.
2. On the template's row, open the ... menu and click Restore.
3. The template returns to Active and becomes available to use again.

Delete a template

Deleting is permanent and only available for templates that are already archived.

1. Archive the template first if it is still Active.
2. On the Archived tab, open the template's ... menu and click Delete.
3. In the Delete email template? confirmation, review the warning ("This can't be undone"), then click Delete email template.

Archive, restore, or delete several at once

You can act on multiple templates together:

1. Select the checkboxes on the rows you want.
2. Use the batch actions control above the table to choose Archive, Restore, or Delete.
3. Confirm in the dialog that appears. Archive moves the selected templates to Archived (recoverable), and Delete permanently removes them.

Search, sort, and filter the templates table

The table makes it easy to find a template in a long list.

• Tabs: Use the tabs above the table to filter by status:
  • All shows every template you can see.
  • Active shows templates currently in use (this is the default view).
  • Archived shows retired templates.
• Search: Type in the Search email templates box to filter by name or subject. Click Clear filters to reset the search.
• Sort: Click a column header to sort by that column. You can sort by Name, Subject, Shared, Status, Created by, Updated by, and Last updated.
• Columns: Use the view options control (top right of the toolbar) to show or hide columns and to refresh the list.

The table columns are:

• Name: the template's label.
• Subject: the email subject line.
• Shared: a Shared or Private badge.
• Status: an Active, Draft, or Archived badge.
• Created by and Updated by: who created and last changed the template.
• Last updated: when the template last changed.

Default templates seeded for a new firm

When your firm is first created, Esqase adds a set of ready-to-use Shared templates so you can start sending professional emails immediately. You can edit, rename, archive, or delete any of them just like your own templates.

The starter set covers common situations, including:

• General - Client Welcome and General - Access Password
• Form - Form Request and Form - Form Reminder
• Event - Event Invitation, Event - Event Schedule Request, Event - Event Confirmation, Event - Event Reminder, Event - Event Reschedule Proposal, Event - Event Rescheduled, Event - Event Schedule Invitation, Event - Event Schedule Declined, and Event - Event Canceled
• Task - Task Deadline Reminder
• Invoice - Invoice / Payment Notice and Invoice - Invoice / Payment Reminder
• Document - Document Shared and Document - Document Signature Request

Each one already includes the right placeholders for its purpose, so a confirmation email greets the client by name and includes the event link, and so on.

Apply a template when composing email and in workflows

You do not pick templates only from the Settings page; you apply them where you actually send email.

When composing an email

1. Open a matter and go to the Communications area, then start a new email.
2. In the email form, open the Template dropdown (labeled "Pick a template to prefill"). It lists every Active template you can see.
3. Choose a template. Esqase fills in the Subject and the message body, replacing placeholders with the real values for this contact and matter, and adds your email signature to the bottom.
4. Review and edit the email as needed, then send. Editing the subject or body after applying a template is fine; the template is just a starting point.

In a workflow email or event step

Workflows can send templated emails automatically. See Workflow step types for the full picture.

1. In the workflow builder, add or edit an Email step.
2. In the Email template dropdown ("Select an email template"), choose which template the step sends. A Template preview shows the subject and body so you can confirm your choice.
3. You can also click New email template from this dropdown to create one without leaving the workflow.

Event steps work the same way but let you pick a separate template for each stage of scheduling, such as the invitation, the confirmation, and a decline. The matching default templates are pre-selected for you, and you can change any of them.

Who can manage templates

What you can do with email templates depends on your firm role. By default:

• Firm owners and Administrators: full access. They can view, create, edit, archive, restore, and delete templates.
• Attorney role: full access by default. Attorneys can view, create, edit, archive, restore, and delete templates.
• Staff role: view only by default. Staff can see and use Shared templates (and their own private ones) but cannot create, edit, archive, or delete them. The Add email template button, the row Edit button, and the archive/restore/delete actions are hidden for view-only members.

These are the default grants. A firm owner or administrator can adjust what each role can do from the roles and permissions settings. See Roles and permissions.

Common questions

Why can't another member see a template I created? The template is probably Private. Edit it and turn on This template is available for all members of the firm to share it firm-wide.

A template doesn't show up in the composer or my workflow step. Why? Pickers only list Active templates. Check the Archived tab and Restore the template if it was retired. Also confirm the template is Shared if a colleague needs it.

My placeholder showed up as text in the sent email. That placeholder had no value in the context where you sent the email (for example an invoice placeholder used in a plain email). Use a placeholder that fits where the email is sent, and proofread before sending.

Can I get a deleted template back? No. Deleting is permanent. Archive templates you might reuse instead of deleting them.

Related

• Email signatures
• Sending email
• Workflow step types
• Workflows and the builder
• Roles and permissions
• Event types (scheduling)