Saved Replies

Saved replies are message templates that you can repeatedly use for secure messaging. Create templates for common questions, so you can save time with an answer that is ready to send. These templates also ensure that your messaging is consistent across your institution, regardless of which staff member replies. 

Create a Saved Reply

To create and edit a saved reply: 

1. From the middle panel, select Add/Edit.
   
2. On the Saved Replies page, a list of your templates displays with the following information:
   • Name – Name of the reply; this should be a simple description that staff can search on.
   • Creator – The staff member who created the reply
   • Shared – "True" if the template is shared with other staff members, "False" if it's not shared with other staff
   • Delete – Option to delete the saved template
     Select the plus sign on the top right to create a new saved reply.
     
3. In the dialog that appears, name the template and include the response you'd like to save. Select Is shared to make the template available for all staff users. Select Submit to save.
   To edit a saved reply, select a template from the Saved Replies list.

Use a Saved Reply

To use a saved reply:

1. From the middle panel, you can search for a template by entering a keyword in the search box. The keyword can be any word that is used in the name or body of the template. Results automatically appear.
   
2. Once you see the response you'd like to use, select it, and the response will auto-populate in your message. Personalize the message, if needed, and select Reply to Member to send.