How To Make GoldMine’s E-mail Template Name Something Other Than The Subject Line

When designing E-mail Templates, normally the default subject line of the template will be the name of the template in the Document Management Center, as you saved it.  This does not have to be the case.

Design your template, and make the subject line the default as you wish it to appear on the outgoing e-mail, then save the template.  The template will now appear in your Document Management Center and will have the name of the subject line as it’s file name.

To rename the template, click on the template once, then press F2 on the keyboard and then click on the template name again.  It will now allow you to rename the template to what ever you want.