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How Do I Save an Email as a Personal Email Template in Recruiting?

Describes how to save an email as a personal email template.

This article is for administrators.

 

Overview

After writing an email, you can save it in your Personal Email Templates. These templates can be modified for general use.

Pro-Tips: 

  • Consider adding Autofill Tokens for Email Templates for your own future convenience.
  • Include any necessary attachments in the email template. 
  • Remove your personal signature because Recruiting automatically adds it to future emails.

How Do I Save an Email as a Personal Email Template? 

  1. In Recruiting, when you are sending an email, click the floppy disk icon on the right side. The Save Email Template popup window appears.
  2. In the Save As field, enter a name for the template and click Save
  3. Edit the new email template you just saved.  In the upper-right corner, click the Gears icon, and then click Message Settings
  4. Click the My  Templates tab, select your new email template, and edit as necessary. 
  5. Click Save

Updated: April 10th, 2025 2730 views


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