---
title: How do I save a job as a template?
description: Save a Cxnch Send Mail job as a template on the Review step, then reuse it from Mail → Templates for monthly statements, notices and other repeat mailings.
---

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# How do I save a job as a template?

## Save any Send Mail job as a template so repeat mailings take a few clicks.

If you send the same kind of mailing again and again, such as monthly statements or recurring notices, save it as a template. Next time you won't have to set up the options from scratch.

**To save a template**

1. Set up your job in the Send Mail wizard as usual.
2. On the **Review** step, tick **Save as template**.
3. Give the template a name you'll recognize, such as "Monthly patient statements."
4. Click **Send Mail**. The job sends, and the template is saved for next time.

**To use a template**

1. Go to **Mail → Templates**.
2. Pick the template you want.
3. Upload this month's file and check the flagged pieces.
4. Review and send.

**What a template keeps:** your document type and mail options, such as mail class, color, envelope and add-ons. **What it doesn't keep:** your document and recipients. You upload a fresh file each time, and every address is validated again on every send.

**Need more than a template?** If your recurring job needs custom business rules, data files or other options the standard wizard doesn't offer, Cxnch+ can set it up as a managed job (Tier 5 and above).

*Related: Reviewing your mailing options · What Cxnch+ is and how it works · Resubmitting an existing job*

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