--- title: Templates slug: templates docTags: createdAt: 2025-01-14T15:31:26.393Z --- The Templates section allows you to create and store reusable templates for various types of communication, including emails, letters, SMS, and auto-responses. Using templates helps streamline messaging and ensures consistency when sending communications to Students, Prospects, and staff. ![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/WDL5cKvBmWszYj2CQvcDT_screen-shot-2025-03-03-at-124615-pm.png) ## Creating New Templates To create a new template, click **New Template**: - **Choose a template type** – General, Auto Response, Email, Letter, or SMS. You can select multiple types if needed. - **Enter a title and description** – The description is for internal use only. - **(Optional) Select a PDF template** – If you’ve set up a letterhead or other PDF in Institution Config, you can choose it from the dropdown. This applies only to Letters or General templates meant for PDFs or printing. - **(Optional) Choose a template size** – This only affects PDFs and printed documents, not emails or SMS. - **Set access permissions** – Choose read, update, and location access settings, then click **Add** to save. ![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/R5QlfoqKpCON5e-HdAazv_screen-shot-2025-03-03-at-25012-pm.png) ## Editing Templates When you create a new template, you are automatically redirected to the **Edit Template** page. You can also edit an existing template anytime by clicking the **edit icon** next to it in the Templates list. On the Edit Template page, you can: - **Update template details** – Modify the title, description, or any previously selected settings. - **Enter a subject line** – Required for **Email** and **Auto Response** templates. - **Use the rich text editor** – Format content, insert **merge fields** to personalize messages, and add tables or documents already stored in ampEducator. ![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/EOwhDlBf5p4wAKaytffG9_screen-shot-2025-03-03-at-25729-pm.png) ## Previewing Templates While creating or editing a template, you can preview how it will appear before finalizing your changes. This helps ensure formatting, merge fields, and overall layout display correctly. You can use the **Preview** buttons at any time: - **Preview PDF** – See how the template will look when saved or printed as a PDF. - **Preview Email** – Sends a test email to yourself so you can check the formatting and content as it will appear to recipients. ![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/-icXFwvixBurrZ3sVoN3Q_screen-shot-2025-03-03-at-31024-pm.png) ## Quick Action Icons Next to each template in the list, you'll find quick action icons that allow you to manage templates efficiently. These include: - **Edit** – Opens the template for modifications. - **Preview PDF** – Displays how the template will appear as a PDF. - **Preview Email** – Sends a test email to check formatting and content. - **Delete** – Removes the template if it’s no longer needed. These options make it easy to update, test, and manage your templates directly from the Templates list. ![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/dpUQ2wCh9FQiUNzD5ik7E_screen-shot-2025-03-03-at-30754-pm.png) ## Video Walkthrough: Creating and Managing New Templates ::Iframely{originalUrl="https://scribehow.com/embed/Creating_New_Templates__o_MBQECTSXWCVyl0rDOvpA?as=video" embedUrl="https://scribehow.com/embed/Creating_New_Templates__o_MBQECTSXWCVyl0rDOvpA?as=video" title="Scribe | Embed Creating_New_Templates__o_MBQECTSXWCVyl0rDOvpA" html="
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