Skip to content
  • There are no suggestions because the search field is empty.

Can I edit Sherlok’s email templates?

Learn how to quickly edit and customise your email templates in Sherlok. Access the Email Template Editor from your Control Panel, select a template, and make adjustments to tailor your communications as needed.

You can easily customise all your Sherlok correspondence in the Email Template Editor and make adjustments to suit your communication style. To access and edit templates, follow these steps:

  1. Click your Broker Name in the top-right corner. Select Control Panel then choose Email Template Editor.
    Control Panel_Email Template
  2. Select a template by clicking on the template field. (See the screenshot below for reference.)
    List of Email Template
  3. Once you’ve selected a template, click Open to launch the Email Editor.
    Sample Selected Email Template-1
  4. After making your changes, click Save and Close or Send me a test email to preview how the template will look when sent to your clients.
    Email Template Editor