---
title: How to configure Email Templates
slug: portal-sub/how-to-configure-email-templates
docTags: 
createdAt: 2026-03-04T12:03:13.756Z
---

**IMPORTANT NOTE:**We strongly advise our users to carefully review and verify the content of each email before sending it to ensure that it complies with applicable privacy laws and regulations. This includes confirming that the information being shared is appropriate for electronic transmission and does not compromise patient privacy or violate any legal obligations.

There is a new **Email Templates** tab in **Preferences/Configuration/Internet**.   

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/-QHhKnXII76so_dfwYots_1ugcn4teqvfpj1snheppc6ntotu3j0-jra.png)

This tab carries 5 new email templates in addition to the 4 existing templates (**Appointment Advice**, **Invoice**, **Statement**, **Generic**) that used to be in the **Bulk Emails** tab. These templates are for sending appointment or clinical information to patients or external providers.   The templates use the same HTML structure but are individualized for each type of email.   

You can use the default templates or double click the desired template(s) to make changes to the **Subject** field, **Message** field, and signature to suit your clinic.  You can also use the** Insert Variable** button to insert additional print variables into the fields.  Press **OK **in each Email Template Editor window to save the changes.

- **Investigation Order** template

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/AYV-ARdh3e3ErQzcz0Vcy_5cyauifpctki0jnbrqggksrwtn5h21aqoq.png" size="84" isUploading="false" initialPath="assets/5CyaUIfpcTKi0jnBRqggKsrwTn5H21AqoQ.png" githubPath="en/Communication in Profile/Email/assets/5CyaUIfpcTKi0jnBRqggKsrwTn5H21AqoQ.png" position="flex-start" showCaption="false" indent="2"}

- **Result** template

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/pg4dygKi9x4WLrOLhglyy_uybkwzmfvwo3xpblvsjaxknsjupgo1hyq.png" size="78" isUploading="false" initialPath="assets/uYBkWzMfvwO_3xPblVSjAxKnsJupgo1hyQ.png" githubPath="en/Communication in Profile/Email/assets/uYBkWzMfvwO_3xPblVSjAxKnsJupgo1hyQ.png" position="flex-start" showCaption="false" indent="2"}

- **Form** template

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/RCegc-KhxhdZeEi1qqjr4_uswejjzjhcsims6-jobmkzahxuvyn3kja.png" size="78" isUploading="false" initialPath="assets/UswejjZjhcS_iMs6-joBMKzAhXuVYn3KjA.png" githubPath="en/Communication in Profile/Email/assets/UswejjZjhcS_iMs6-joBMKzAhXuVYn3KjA.png" position="flex-start" showCaption="false" indent="2"}

- **Document** template

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/jnPuVn0Z90YNJQlrOuL7M_ukvgtqzitsntatrc2davaexwtnydssmvw.png" size="78" isUploading="false" initialPath="assets/UkVGtQzItsNtaTRC2DavAexwtn_yDSsmvw.png" githubPath="en/Communication in Profile/Email/assets/UkVGtQzItsNtaTRC2DavAexwtn_yDSsmvw.png" position="flex-start" showCaption="false" indent="2"}

- **Appointment Reminder** template

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/iNxvtLjgSZy7k7UH9Sc60_x3lzlxh22u41hbtxrvpafg6kjxhymrkqsg.png" size="100" isUploading="false" initialPath="assets/x3LzLXH22U41hbTXrVPafg6KJxHYMrKqSg.png" githubPath="en/Communication in Profile/Email/assets/x3LzLXH22U41hbTXrVPafg6KJxHYMrKqSg.png" position="flex-start" showCaption="false" indent="2"}

Underneath the **Email Templates** table, there is a **Send Appointment Advice by Email** checkbox.  Ensure it is checked if you want to enable this global setting for the whole clinic.   

:::hint{type="info"}
There is an **Activate for all** button to the far right of this checkbox.  This button will turn on **Communicate by: Email **for all patients who have an email address entered. Please ensure that all of those patients have consented to receiving confidential medical information by email before pressing this button.  Patient consent status can be viewed in the **Medical Email Consent** field in the Alter Patient window.

:::

In the lower section of the **Email Templates** tab, you can add your logo image in the **Logo** field by pressing **Select** and selecting the image from your computer.  If you’d like to add a privacy statement to the emails, you can enter the text in the **Privacy Statement** field. Press **OK** in the Preferences window to save all changes.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ifrPAhjQ4_9Y40sB_BIPH_qe3zreijurzjv0vjgwsngejpw2pwolqia.png" size="79" isUploading="false" initialPath="assets/qe3zReI_jURzJv0VJgwsngEJpW2pWOLQiA.png" githubPath="en/Communication in Profile/Email/assets/qe3zReI_jURzJv0VJgwsngEJpW2pWOLQiA.png" position="flex-start" showCaption="false"}

# Learn More

If you would like to learn more about Email in Profile please read some of our other articles by clicking on the links below:

- [Email in Profile](docId\:RxxgjqMzW_8vRi6b5rDiT)
- [How to Enable Email](docId\:z3AKQA0MhOuxV1GHCivHC)
- [Using Email in Profile](docId\:EKQ7tnnsMOF3koRL3EPN8)
- [Enhanced Email Functionality Workflow](docId\:PGxEeAksbQwIdXry-Gnz4)