---
title: Creating Email Templates
description: "To get started, head to the menu on the left-hand side of the page and select **Templates**. ![](https://seamlss.com.au/wp-content/uploads/2023/07/image-1.png) ## Email Templates The **Comms** tab is where you can create templates for Welcome, Request Information, and Re-engage Request emails, as well…"
url: "https://seamlss.com.au/help/creating-email-templates/"
updated: "2026-09-13"
category: Templates
---

# Creating Email Templates

To get started, head to the menu on the left-hand side of the page and select **Templates**.

![](https://seamlss.com.au/wp-content/uploads/2023/07/image-1.png)

## Email Templates

The **Comms** tab is where you can create templates for Welcome, Request Information, and Re-engage Request emails, as well as set your email signature. Select the email type from the drop-down menu.

![](https://seamlss.com.au/wp-content/uploads/2024/10/image-26.png)

The template can be edited in the editing field. The toolbar across the top of the editing field can be used to format the email.

![](https://seamlss.com.au/wp-content/uploads/2024/10/image-27.png)

The chain icon on the far-right of the tool bar can be used to add links to your template.

Highlight the text you wish to turn into a link and click the chain icon. Paste the link URL into the field and click **save**. The text will turn blue once the link has been added. You can edit or remove the link by clicking on the blue text to bring up the link.

![](https://seamlss.com.au/wp-content/uploads/2023/08/image-9.png)

## Email Signature

By selecting **Email Signature** from the drop-down menu, you can create a signature that will appear at the bottom of all emails you send.

![](https://seamlss.com.au/wp-content/uploads/2023/08/image-8.png)

## Tokens

Use the **Help**tab to view the available tokens you can include in any of your templates. A**token**is a field that will be automatically customised by Seamlss for every email or document you send.

For example, if you use "Dear {{CLIENT_NAME}}" at the start of your template and you send an engagement letter Mary Jane, she will see "Dear Mary Jane" at the top of the letter. {{DATESTAMP}} will automatically convert to the date the letter is sent.

![](https://seamlss.com.au/wp-content/uploads/2023/07/image-6.png)

See below for examples.

![](https://seamlss.com.au/wp-content/uploads/2023/07/image-11.png)

Email signature template:

![](https://seamlss.com.au/wp-content/uploads/2023/07/image-9.png)

You can also create an [engagement letter](https://seamlss.com.au/help/creating-engagement-templates-with-seamlss/) template in the **Documents** tab.