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.
To include a YouTube video in the email a client gets when you send an engagement, add the link to the template itself rather than in the proposal builder:
Go to Settings > Templates > Email.
Open (or create) the Proposal category template used for your Engagement email.
Paste the video URL into the template's YouTube Video Link field and save.
This is the reliable place to set it. A video link entered directly on the engagement's Emails tab in the proposal builder (under Additional Content) can appear to save but not persist.
Engagement acceptance and Engagement reminder templates don't have a YouTube Video Link field, so those emails can't include a video.
Both the Subject field and the Email Body editor have their own Insert Field dropdown (look for the braces icon) that inserts a placeholder at your cursor position. Use it 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. When previewing, the subject line does not HTML-escape placeholder values, so a name like "A & B" shows correctly instead of as "A & B".
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, and has the same Insert Field dropdown to add them without typing the token by hand.
Templates are organisation-wide: everyone on the team shares the same library.
