Step 2 -...

Assign mail template


  • Click on "Template Type" and select “Mail”.
  • You can choose to copy the template from an existing project or from a template library.
  • The mail category/group will be listed in the “Select Group”. Choose “SmartSubmit Invitation”.
  • From the list of templates, select the template and the preview of the template will be shown on the right hand side.
  • Click “Assign” to assign the template to the project.
  • Repeat the above step for Invitation and Reminder emails. 
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