There are various system emails that you can send to outside parties directly from your CosmoLex account. To assist you, CosmoLex comes pre-loaded with messaging for these emails.
This article will walk you through how to access, view, and edit the templates.
Locating Email Templates
- From the left navigation panel, click Setup.
- From the Setup left navigation, click Firm Settings.
- Select the Email Templates tab.
Email Templates Provided
- Email Invoice: When sending an invoice via email through CosmoLex.
- Invoice Reminders: When sending an invoice reminder for a past due invoice.
- Low Retainer Reminders: When sending a low retainer reminder.
- Online Trust Retainer Payments: When sending an online trust retainer request (available when using an integrated payment processing app).
- Intake Forms: Various notifications when sharing intake forms.
View a Template
- Navigate to the Email Templates section.
- Click Edit/preview to the right of the template you’d like to view. For Intake Form notification emails, you can use the drop-down to choose which notification email you’d like to view.
- An alert will then populate stating “Changes must be made carefully and saved using the toolbar”. Click OK.
You will then see a preview of the email messaging. Note that only the email body is customizable here. When sending emails you have the ability to edit the subject line.
If you do not wish to make any changes, you can close this window without saving by clicking the X at the top right of the window.
Edit a Template
- When viewing the template, use the toolbar at the top of the window for additional editing formatting options. Hover over the icon with your mouse to see the description of the icon. If you are proficient in HTML, you can click the source button < > to edit that way instead.
These templates contain merge fields (e.g [#FirmName#]) which will populate with the appropriate information upon sending. We highly recommend leaving these fields as is to ensure information populates correctly.
- When changes are complete, click Save at the top left of the window. These changes will only impact future emails which are sent.
On-the-Go Edits
When completing one of these actions in the system (email invoices, retainer reminder etc.), you will see a preview of the respective template and have the ability to make edits to the subject line and email body then as well. Those changes will be for that email job only and will not update the system template.
Restore a Template
There may be a time when you want to revert to the default template.
If you choose restore, all modifications to the email template will be erased and the template will be restored to the default. Proceed with caution as those previous revisions cannot be recovered.
- Navigate to the Email Templates section.
- Click Restore to the right of the template you’d like to restore. For Intake Form notification emails, you can use the drop-down to choose which notification email you’d like to restore.
- An alert will then populate stating “Template will be restored to the original format. Any custom changes made will be discarded. Continue?”. Click Yes.
