✨ Updated feature alert
This feature update is available from Thursday 24 September 2026.
Overview
Interaction Templates let Admin users create reusable email and text message templates. They help ensure consistent communication across your Centre and save time when sending frequent or repeated messages.
User Roles
This feature can be used by:
- Admin
Only Admin users can create Interaction Templates. Other roles may be able to use templates, depending on your Centre's permissions.
What's Changed?
From Thursday 24 September 2026, a new Awaiting field has been added to template creation. This dropdown lets you specify who a status applies to.
Steps to Create an Interaction Template
- Click Templates from the main menu.
- Select Templates to view all existing Interaction Templates.
- Click Create Template to begin creating a new template.
- Select the User Role this interaction will apply to.
- Choose the Template Type:
- Email — for email communications.
- Text — for SMS communications.
- Use the Awaiting dropdown to specify who the status applies to.
- Click Create Template again to open the template editor.
- Create your message using clear, consistent wording.
- Click Save when finished.
Tips & Notes
- Keep language simple and reusable so a template works across multiple situations.
- Review templates regularly to make sure they remain current and accurate.
- Only Admin users can create or edit templates.
Terminology
The terminology used in this article may differ depending on your Centre's configuration.
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Need Help?
If you need assistance, please contact Onefile Support or your internal support team.