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Create HTML-rich Client Requests
Create HTML-rich Client Requests
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Create HTML-rich Client Request emails by using this tool.

Using the HTML Editor:

  • Enter the email content you'd like

  • Format it as you'd like it to appear in the Client Request

  • Click 'Edit HTML source code'

  • Highlight and copy the code shown and paste it into your Client Request email

  • Send the Client Request

You will see in that email that your customized updates have carried over to the Client Request email.

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