Templates
  • 17 Sep 2024
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Templates

  • PDF

Article summary

The designed Email Notification is saved as a Template. Upon performing this action the Template is reflected in the Template List on the left panel.

To save the notification email design as a Template, perform the following steps:

  1. Click Save as Template.
    Figure: Save as Template

  2. Enter the Template Name and click Save.

    Figure: Save Template

  3. The saved template is displayed in the Template section.
    Figure: Templates  

  4. Click vertical ellipsis to perform other actions on the configured template.
     Figure: Other Template Action

    • Rename: After selecting Rename, Update Template pop-up window is displayed. Make the required changes and click Update for the changes to effect, or Cancel to exit from the pop-up window without any changes.
       Figure: Update Template

    • Delete: Click Delete to delete the template from the Template list or Cancel to reject the delete template action.
      Figure: Delete Confirmation  

To configure other email template elements, refer to the following:


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