How to Use Templates?

    How can I save text I use over and over?

    Encyro Pro users can save templates for secure message (text) as well as the Email Introduction (subject and body). You assign a name to the template when saving it and then that name appears as a button that you can click to type out the entire template text. You can also save E-sign templates, which are explained here.

    Save a Template

    1. Log into your Encyro account and click Templates in the left menu.
    2. Then, click New Message Template near the top right.
    3. You may enter a subject, email intro, and meessage for the template.
    4. Click Save Template near the bottom right. That’s it!

    Alternatively, you can compose a secure message as usual, and click Save Template near the bottom.

    Apply/Use a Template

    Templates you have saved will show up when you compose a secure message, near the top. Here, click a template to use it.

    You will also see them on the Templates page. Here, click Use on a template to use it.

    Delete a Template

    To delete a template, go to the Templates page, find the template to delete, click the three dots, then Delete. You may be asked to confirm deletion of the template. If you are sure you want to delete the template, click Delete in the dialog that opens.

    Edit a Template

    To edit a saved template, go to the Templates page, find the template to edit, then click Edit.

    Edit what you need to, such as the secure message, subject, or email intro.

    Then, click Save Updated Template near the bottom right.

    Rename a Template

    To rename a saved template, go to the Templates page, find the template to rename, click the three dots, then Rename.

    Enter the new name for the template, then click Rename. That’s it.

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