Adding a reminder note to an email template lets you display a green banner at the top of the editor when creating an email from that template. This is a great way to give quick reminders or important notes to users before sending.
For example, you might add a reminder to attach a document, double-check details, or confirm recipient information before sending the email.
To add one, open the email template, enter your reminder text in the Email Note/Reminder field, and save. The note will automatically appear as a green banner whenever that template is used.
