PL for Principals - Email Templates & Snippets
Templates vs Snippets
A Snippet is part of a template and can be used repeatedly.
A Template is the way that you arrange the overall email and can include Snippets.
Templates - Create / View / Edit / Delete
You can build a template, in which you can order snippets, lists and signature.
To view and/or create your own or company-shared email templates, click the “Email Templates” under the upper action menu
![](../__attachments/2315452636/image-20230908-085051.png?inst-v=1a30baa6-6eff-40fe-8230-9a183e254628)
![](../__attachments/2315452636/image-20230908-085147.png?inst-v=1a30baa6-6eff-40fe-8230-9a183e254628)
To view / edit / delete an existing template, click on the template row to open the window with the template’s details.
To create a new template, click the Add symbol and order the elements. This works exactly like creating other shared lists.
![](../__attachments/2315452636/image-20230908-085238.png?inst-v=1a30baa6-6eff-40fe-8230-9a183e254628)
You can start to order the elements of the template.
By clicking on the arrow next to the quotes symbol, this will allow you to choose a snippet.
By clicking on the arrow next to the {i} symbol, that will add the additional elements of Signature and Lists. Lists refer to either the position list or cargoes and fixtures, depending on the view.
![](../__attachments/2315452636/image-20230908-104352.png?inst-v=1a30baa6-6eff-40fe-8230-9a183e254628)
Snippet - Create / View / Edit / Delete
Click Email Snippets from the action menu in the new email window
![](../__attachments/2315452636/image-20230908-100616.png?inst-v=1a30baa6-6eff-40fe-8230-9a183e254628)
To create a new snippet, click the Add symbol. This works exactly like creating other shared lists.
![](../__attachments/2315452636/image-20230908-131922.png?inst-v=1a30baa6-6eff-40fe-8230-9a183e254628)
To view / edit / delete a snippet, click on the row listing the snippet name
![](../__attachments/2315452636/image-20230908-131940.png?inst-v=1a30baa6-6eff-40fe-8230-9a183e254628)
To use a Snippet, select it from the quotes symbol while in New email :
![](../__attachments/2315452636/image-20230908-101725.png?inst-v=1a30baa6-6eff-40fe-8230-9a183e254628)