Default Labels and Emails

For task types that generate a pdf, like quotes for example, you can set the default label for the heading so that it could say "quote," "requested quote," "estimate," etc. and you may want to email the quote directly from the system; the text that shows up when you create an email has a default text which can be changed.

For each task, you have the option to export and email documents directly from that task. WorkflowTitan will automatically fill in the email text block using the text that is set for each task type. To edit the default labels and email text, follow the steps below:

1. Go to settings -> click on the icon for 'organization settings.'

2. Select 'labels and default email text.'

3. Fill out the default labels and text you wish to change.

4. Click 'save changes,' when done.