Email templates let your firm send consistent, personalised email without retyping. One template library powers the Inbox compose window, bulk email, proposals, engagement emails, invoices, verification requests and more — each template belongs to a category that decides where it's offered and which placeholders it can use.
Go to Settings (bottom of the sidebar), open Templates and choose Email. The Email Templates page lists every template with its name, category, whether it's the default for its category, subject, YouTube video, created date and creator. You can search, and filter by Category, Default and Youtube Video.
Click Create Template.
Fill in Template Name — names must be unique (A template with this name already exists appears otherwise).
Choose a Category:
Proposal — emails sending an engagement/proposal.
Engagement acceptance — sent when an engagement is accepted.
Engagement reminder — follow-ups before acceptance.
Handover — professional clearance letters. (To actually send one, open the client group's Handover Requests card and click New Handover Request.)
Verification — identity verification requests.
Payment Method Request — asking a client to store a payment method.
Invoice (Auto-collect), Invoice (Client pays Nagaris), Invoice (Client pays directly) — the three invoice delivery emails.
Enter the Subject and write the Email Body in the rich-text editor. A live preview renders on the right as you type.
Optionally paste a YouTube Video Link to embed a video (not available for engagement acceptance or reminder templates).
Click Create Template. You'll see Template created successfully.
Use the editor's placeholder menu to insert variables that are replaced with real data when the email is sent:
Available everywhere: Salutation, Preferred Name, Recipient's First Name, Recipient's Last Name, Recipient's Full Name, Client Name, Organisation Name (Your Firm).
Invoice categories add: Invoice Number, Total Amount, Due Date.
Invoice (Client pays Nagaris) also adds: BSB, Account Number, PayID.
Salutation and Preferred Name are intentionally the same value — both come from the contact's salutation field.
Set Default for Category — from a row's actions menu (the three-dot button). The default template is pre-selected wherever that category is used; a tick shows in the Default column. You'll see a confirmation like Friendly reminder is now set as default for Engagement reminder.
Edit — opens the same form with the live preview.
Delete — from the actions menu, with a confirmation dialog. Deleting a template doesn't affect emails already sent.
The Inbox compose window and bulk email offer the whole library in the Email template dropdown (with each template's category shown alongside its name).
Proposals, engagement reminders and acceptance emails, invoice sends, verification and payment-method requests each offer their own category when you send from those flows.
On a brand-new account the page shows No email templates with a shortcut to create your first one.
The subject line accepts placeholders too, not just the body.
Templates are organisation-wide: everyone on the team shares the same library.
