The Templates option helps you create various templates for your contacts.
To create a template,
1. On the page, click on the Templates option.
The Templates page is displayed.
Here you can create the various templates.
2. Select the template you want to create.
3. Enter the following details based on the template type selected.
| Option | Description |
| New Mail Template |  Enter the mandatory details such as Template Name and Subject.In the editor, you can write the email content that will be used for emails.Click Save.
The email template will be added. |
| New Document Template |  You can upload a document that contains the template which can be used on iMaxPropertyCRM.Enter the mandatory details such as Template Name and Choose the File to be uploaded.Click Save.
The document template will be added. |
| New Record Template |  Enter the Template Name and select the record/contact details to clone the template.Click Save.The record template will be added. |
After creating the templates, the list will be displayed under Templates section.
The templates can be Edited, Cloned, or Deleted at anytime.