> ## Documentation Index
> Fetch the complete documentation index at: https://www.presolve.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Create reusable email templates

> Set message content, variables, sender defaults, and attachments.

Open [Settings → Email Templates](https://attorney.dearlegal.com/dashboard/settings?tab=emails). Templates keep recurring messages consistent while allowing staff to review each email before sending.

## Set up the template

1. Select **Create Template**.
2. Enter a **Template Name** that staff will recognize. This is the internal label.
3. Choose a **Category**. It controls where the template appears in send dialogs.
4. Review **Delivery method** and **From address**. Automatic delivery prefers the sending attorney's Outlook connection; the template is shared, so it does not permanently borrow its creator's mailbox.
5. Optionally enter **Default Cc** and choose a **Default attachment** from Library.
6. Enter the **Email Subject Line** and **Email Body**. Use **Insert variable** for case-specific values.
7. Select **Preview**, review the content, and select **Create Template** when ready.

<Frame caption="The email template form separates message placement, sending method, and default recipients.">
  <img src="https://mintcdn.com/grand-charter/zQHBSF8DN2vYm8-f/images/help/email-template.jpg?fit=max&auto=format&n=zQHBSF8DN2vYm8-f&q=85&s=892985246c4e40f524d6af0e21d103aa" alt="New Email Template form with name, category, delivery method, From address, Default Cc, and library attachment controls." width="1280" height="720" data-path="images/help/email-template.jpg" />
</Frame>

## Choose useful defaults

Leave **From address** on the organization default unless this message should use a particular firm inbox. A concrete mailbox can also be chosen when composing an email or configuring a workflow. For mailbox setup, see [email connections](/docs/help/integrations/email).

Default Cc addresses are prefilled when someone selects the template and can be edited before sending. The default attachment is added each time the template is used, so choose a document appropriate for every intended recipient. The picker lists a 10 MB limit per file.

## Review variables and links

Variables are replaced when the email is sent. Use the provided picker rather than guessing a field name. Preview the layout, then check the populated message against the actual case when composing. A preview cannot establish that every case has the required intake answer.

The body accepts a full URL or a Markdown link with a readable label. Use stable destinations your recipients can access.

## Use the template in a case email

Select the template in its applicable send dialog. Review the sending mailbox, To/Cc recipients, subject, populated values, body, and attachment. Correct missing information before sending. Creating or selecting a template does not itself confirm delivery; inspect the resulting sent record after sending.

For recurring automatic messages, review the workflow's recipient and approval settings as well as the template. See [workflow publication and review](/docs/help/automations/publish-and-review).