Format an E-mail for a One-Step™ Action

Format an email for the Send an E-mail action when using a One-Step Action.

There are several ways to access email templates within One-Step Actions in CSM. These include:

To format an email for a One-Step Action:

  1. Place your cursor in the body of the email and then select the magnifying glass icon as shown below:

    The window for email formatting opens:

  2. Choose from the formatting options in the drop-down menus or by using the toolbar icons.
    Menu Options
    File Save and Close options.
    Edit Undo, Redo, Cut, Copy, Paste, Paste Special, Edit Picture, Select All
    View Switch Status Bar on/off, switch Paragraph Markers on/off, Zoom
    Insert Embed Picture, Link Picture, Insert Current Date and Time, Insert a Non-Breaking Space
    Font Bold, Underline, Italic, Superscript, Subscript, Strike through. Also choose Fonts, Text Color and Background Color.
    Paragraph Paragraph Alignment, Indenting, Spacing, Background Color, Bullets, Numbering and Increase/Decrease of Indents.
    Table Insert Table, insert Rows and Columns, Merge/Split/Delete Cells, change Row Alignment and Height, toggle Header Attribute for current table row. Also manage cell properties such as Width, Border Width, Border Color, Shading, Color and Vertical Alignment. Select Current column, Show Gridlines
    Other Search within the file; Replace something; Jump to a line number, Snap to Grid
  3. Select Save.