Email Templates

View / Edit / Delete

View

  1. Go to: Communicate >> Email Templates
  2. Hover over the Options icon beside the Email Template
  3. Click on “View”

Edit

  1. Go to: Communicate >> Email Templates
  2. Hover over the Options icon beside the Email Template
  3. Click on “Edit”
  4. Make the changes desired
  5. Click the [Save] button

[alert heading=”Changing the Module:” type=”alert-info” block=”false” close=”false”]To change the Module associated with an Email Template, select the appropriate value from the Module drop down list. A confirmation will display if you have any attachments associated with the template. Confirming the change will clear any associated Stored Documents from the list.[/alert]

Delete

  1. Go to: Communicate >> Email Templates
  2. Hover over the Options icon beside the Email Template
  3. Click on “Delete”

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