Uploading Custom HTML Form Templates

Custom HTML form templates are saved by default in the Marketing Templates folder in the File Cabinet. To change the folder you use to store your templates, an administrator can go to Setup > Company > Email Preferences. Click the Templates subtab and select another folder in the Template Folder field.

To upload an HTML template:

  1. Go to Documents > Templates > Template Files

  2. Click Templates and then Marketing Templates.

  3. Click Add File.

  4. In the Choose File window locate your HTML template on your hard drive.

  5. Select the file.

    Make sure the file is an HTML file before adding it to the File Cabinet.

  6. Click Open.

After you have uploaded your HTML template to the File Cabinet, you can create a template record.

Related Topics

Creating Online HTML Form Templates
Including Images in Online Forms
Creating a Custom HTML Template Case Form
Custom HTML Form Templates

General Notices