The Email Templates screen allows you to customise emails sent from CAS 360. Add your own text, images, logos and even videos to the emails that are sent.
Tip
You can set the email sender name and reply-to address for emails sent from CAS 360 through the Email Settings screen.
Default email templates are already set up for you for each email template type. However, you are in complete control to personalise the following email templates:
- Annual Return
- Digital Signing Annual Return
- Signed Completed Document
- Copy of the Electronically Signed Document
- Digital Signing Documents Prepared
- Digital Signing Document Deadline Reminder
- Documents Prepared
- Document Deadline Reminder
- Document Review
- Multiple Document Review
Email Templates are also available for Hong Kong, BVI, Caymen Islands & Malaysia.
Navigation
| From the Main Toolbar, go to Settings |
|
| Select Email Templates |
|
Email Template Filter
The search field can be used to filter and locate email templates.
Select your Jurisdiction to edit templates between other supported jurisdictions in CAS 360.
To begin editing a template, select a template from the Documents section on the left-hand side.
How to Edit a Template
Simply click on a template to start editing, alternatively, select 
to create new email templates.
Once a template is selected, make the desired changes in the text field
| Icon | Name | Description | Example |
|---|---|---|---|
 |
Bold (Ctrl + B) |
Darkened text | Example |
 |
Italic (Ctrl + I) |
Slants the letters evenly to the right | Example |
 |
Underline (Ctrl + U) |
Words have a line running beneath them | Example |
 |
Strikethrough (Ctrl + S) |
Text to display as though it is crossed out | |
 |
Font | Change the font style |  |
| Size | Change the font size | Select between size 8-96 | |
| Font Colour | Set the colour of the characters and the colour that appears behind the characters | Example/ |
|
| Clear Formatting | Clear any formatting changes to the original default format | Example |
| Icon | Name | Description |
|---|---|---|
 |
SubScript/SuperScript | A subscript or superscript is a number, figure, symbol,indicator or rotas that is smaller than their normal line of type and is set slightly below or above it. Subscripts appear at or below the baseline, while superscripts are above. |
| Inline Class | Preformatted classes. Choose to have text in code, highlight or transparent. |
|
| Inline Style | Preformatted text styles. Choose to have text in large red or small blue. |
| Icon | Name | Description |
|---|---|---|
| Align Text Left | How text is aligned. This creates a straight line of text on the left-hand side of the page. | |
| Center | How text is aligned. Text is placed on the center of each line As you type, the text expands equally to the left and right, leaving the same margin on both sides. When you start a new line, the cursor stays in the center, which is where the next line begins. | |
| Align Text Right | How text is aligned. This creates a straight line of text on the right-hand side of the page. | |
 |
Justify Text | Spaced so the left and right sides of the text block both have a straight edge |
 |
Paragraph Format | Block elements used to designate headings of both different sizes and importance. For example, the h1 heading is the most important and the h4, the least important. |
| Paragraph Style | Preformatted text styles. Choose to have text in Uppercase, bordered, paced or grayed out. | |
| Line Height | Increase or decrease the vertical distance between two lines. | |
 |
Decrease Indent Ctrl + [ |
The decrease of space between the left and right margin of a paragraph |
 |
Increase Indent Ctrl+] |
The increase of space between the left and right margin of a paragraph |
|
Quote/unquote selection or paragraph (Ctrl + ' / Ctrl + Shift + ') |
Block elements used to designate headings of both different sizes and importance. For example, the h1 heading is the most important and the h6, the least important. |
| Icon | Name | Description | Example |
|---|---|---|---|
 |
Ordered List | A list order done with numbers for checklists or a set of steps |
|
 |
Unordered List | Any series of items or words in no particular order |
|
 |
Emoticons | Insert emoticon images into the email template |  |
 |
Special Characters | Insert special characters into the email template. These Characters include Currency signs, arrows and Latin characters. |  |
|
Undo (Ctrl + Z) |
Reverse the action of an earlier action | Example: the undo function can undo deleted text | |
|
Redo (Ctrl + Shift + Z) |
Does any undo function again | Example: if you deleted text and perform an undo, then decide that you wanted that text deleted again, you could do a redo. |
| Icon | Name | Description |
|---|---|---|
 |
Insert/Edit Link (Ctrl + K) |
Insert a web link into the email. Highlight a text and click the insert link icon to change the text into a web link. Alternatively, click the insert link icon to enter web site address into the email. |
 |
Insert Image (Ctrl + P) |
Insert an image into the email. if the image has been uploaded to the web, click the insert image icon to enter the URL of the image. Users can instead drag and drop image files for their computer into the email templates. |
 |
Upload File | Upload a file to the template. This file will become an attachment which accompanies the email. |
 |
Insert Table | Insert a table into the email. |
| Markdown | Reduction in the editing screen. | |
 |
Insert Horizontal Line | Insert a line into the email. |
| Icon | Name | Description |
|---|---|---|
| Full Screen | Expands the Email template editor to cover the browser. | |
| Print Page |
Print the Email template. |
|
| Download PDF |
Download the Email Template as a pdf file. |
|
|
Select All (Ctrl + A) |
Highlight all items in the template | |
| Toggle HTML/Rich Text | Using HTML allows you to present your email just as it would appear on a web browser. |
|
| Help | Display all the quick keyboard shortcuts |
 |
To reset the template to the original version |
 |
To make the current template the default template to be sent from CAS 360. By setting a template as the Default, CAS 360 will have the template automatically selected in the Document Production screen. |
 |
To update the template changes |
 |
Close the email template screen |
Tip
Users can edit and rename both Title and Subject fields
When in the Document Production screen, you will then be able to select the email template to be used before sending the email.
Email Template Codes
CAS 360 can include codes or merge fields in the email templates.
These codes can be used when users wish to select a variable rather than a fixed item. For example, rather than creating an email with "2016" as the annual return year, "${AnnualReturnYear}" could be entered. CAS 360 will automatically insert the annual return year from the company details.
See The CAS 360 Dictionary for all merge fields you can use to customise your emails.