How to: Set Up Interaction Templates
You can set up interaction templates as models for the interactions you use frequently. Interaction templates are used as a model to create new interactions. When creating interactions, you must always specify an interaction template code.
To set up an interaction template
In the Search box, enter Interaction Templates, and then choose the related link.
On the Home tab, in the New group, choose New.
Fill in the Code, Interaction Group, Description, and Wizard Action fields.
Fill in the other relevant fields on the line for the new interaction template.
After you have entered information about the interaction template, you can create an attachment, for example, a Microsoft Word document. Repeat the steps to set up as many interaction templates as you want.
Note
You can also copy or import attachments into interaction templates.
See Also
Tasks
How to: Create Interactions
How to: Remove Attachments
How to: Export Attachments
How to: Create Microsoft Word Documents as Attachments
How to: Copy Attachments
How to: Import Attachments