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when creating a new template you must choose between one of several template styles and name your template click on create here youll see that this cream is divided in two on the left of your screen youll find the edit mode from here you can customize and assign the template on the right side of your screen is where you preview all changes from the drop-down box you can select the type of preview you can preview the template as an email or as a PDF file the PDF template includes all the new sections added on edition mode if you want to preview the template on your email at your email in here and click send on addition mode it can customize a template you can modify the global template colors or you can customize it per section by clicking on the color icon it can add a document to your template if you add a document it will be included in your template each time it is sent here you can add an introduction text to be displayed on the body of the email when sending your document you ca