Use email templates in the record view

Quickly compose emails for common issues by selecting an email template in the record view instead of manually drafting an email.

Before you begin

Role required: email_composer

Procedure

1. Open a Workspace record in your instance.
2. Use email templates within the record view by opening the Email tab under the Compose panel.
3. Select the email templates icon () in the record sidebar.
4. Select the menu icon (), and select Apply Template.