You can create separate email templates for Lightning that you can view while submitting request, sending documents for review, and signatures in Lightning. You can also restrict the availability of these email templates to a group of users.

You must create a temporary folder to save temporary templates. If you do not create the temporary folder, the temporary email templates are added to the folder that contains Lightning email templates. 

You can add merge fields in the subject as well as the body. To add a merge field in the subject, you need to add the merge field in the body then copy the merge field to the subject.

You can also configure agreement rules to autoselect an email template when you are submitting request, sending documents for review, and signatures in Lightning. For more information on configuring agreement rules, see Setting Up Rule-based Agreement Request Process Parameters.

To configure email templates in lightning

  1. Go to Setup > Email > Lightning Email Templates.
  2. Enable Folders and Enhanced Sharing.
  3. Go to the Email Templates tab.
  4. In the Folders section, click All Folders.
  5. Click the New Folder button.

  6. Enter the Folder Label and Folder Unique Name according to your requirement and click Save. 

  7. Navigate to the All Folder page and click the New Email Template button.
  8. Enter the template’s name.
  9. From the Related Entity Type dropdown list, select Agreement.
  10. (Optional) Enter a description.
  11. Click the Select Folder button and select the folder that you created in Step 6.
  12. If you want, select a letterhead from the Enhanced Letterhead dropdown list.
  13. In the HTML Value field, compose the email to use as your template.
  14. Add any images you want in the template. Use the Insert Images icon or copy and paste the image.
  15. Click the Merge icon and use the merge picker to insert merge fields.
  16. Click the Source icon to add HTML code.
  17. Add any attachments you want in the template.
  18. Click Save.

To share the email template folder with other users

  1. In the Folders section, click All Folders.
  2. Click  next to the folder you want to share.
  3. Select Share.
  4. Enter the required details and click Done.

To configure a temporary folder 

  1. Navigate to the Email Templates tab.
  2. In the Folders section, click All Folders.
  3. Click the New Folder button.

  4. Enter the Folder Label as ApttusLightningTempEmailTemplate.

  5. Enter the Folder Unique Name as ApttusLightningTempEmailTemplate.
  6. Click Save.