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From the Home screen, select Administration > Global Setup > Email Setup > Templates.
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Click Create Template.
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Type the template name.
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Select a template type from the Type list.
To insert the keywords with CIPs in the Email Content, select Use CIP. For more information on CIP, see Customer Installed Procedures (CIP), Forms, Reports.
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Enter the template description.
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Type an email subject.
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Enter the body text for the email and then click Save.
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Click Compile.