InsuredMine CRM | Optimize and Grow Your Insurance Agency

Move Templates to another Folder

Organize templates for easier reference and access. Now templates can be moved from the default Insuredmine folder to other folders and shared with other agents or admins.

Creating a new folder

1. Click on Add folder in the left panel of Email templates under the engagement module as shown below:

2. An Add folder window transcends from the right side, type the folder name and click save.

Move templates

1. Click on the action button (…) for the template you wish to move to another folder as seen below.

2. Select Move from the list that appears

3. Choose the destination folder name by clicking the checkbox.

Share Templates

1. Click on the 3 dots (…) action button and select Share for the particular template.