---
title: "Templates"
slug: "email-notification-template"
updated: 2024-09-17T04:49:29Z
published: 2024-09-17T04:49:29Z
canonical: "help.symphonysummitai.com/email-notification-template"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Templates

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**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/save as template.png?sv=2026-02-06&spr=https&st=2026-10-31T15%3A59%3A51Z&se=2026-10-31T16%3A59%3A51Z&sr=c&sp=r&sig=TvBzo0gFF0hWo%2F9sjQEdJncTuaC8yFra8zF%2FubcLAb4%3D)Figure: Save as Template
2. Enter the **Template Name** and click **Save**.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Save Template.png?sv=2026-02-06&spr=https&st=2026-10-31T15%3A59%3A51Z&se=2026-10-31T16%3A59%3A51Z&sr=c&sp=r&sig=TvBzo0gFF0hWo%2F9sjQEdJncTuaC8yFra8zF%2FubcLAb4%3D)

Figure: Save Template
3. The saved template is displayed in the Template section. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/templates.png?sv=2026-02-06&spr=https&st=2026-10-31T15%3A59%3A51Z&se=2026-10-31T16%3A59%3A51Z&sr=c&sp=r&sig=TvBzo0gFF0hWo%2F9sjQEdJncTuaC8yFra8zF%2FubcLAb4%3D)Figure: Templates
4. Click vertical ellipsis to perform other actions on the configured template. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/template action.png?sv=2026-02-06&spr=https&st=2026-10-31T15%3A59%3A51Z&se=2026-10-31T16%3A59%3A51Z&sr=c&sp=r&sig=TvBzo0gFF0hWo%2F9sjQEdJncTuaC8yFra8zF%2FubcLAb4%3D) 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. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/update template.png?sv=2026-02-06&spr=https&st=2026-10-31T15%3A59%3A51Z&se=2026-10-31T16%3A59%3A51Z&sr=c&sp=r&sig=TvBzo0gFF0hWo%2F9sjQEdJncTuaC8yFra8zF%2FubcLAb4%3D) Figure: Update Template
  - **Delete**: Click **Delete** to delete the template from the Template list or **Cancel** to reject the delete template action. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/delete confirmation(2).png?sv=2026-02-06&spr=https&st=2026-10-31T15%3A59%3A51Z&se=2026-10-31T16%3A59%3A51Z&sr=c&sp=r&sig=TvBzo0gFF0hWo%2F9sjQEdJncTuaC8yFra8zF%2FubcLAb4%3D)Figure: Delete Confirmation

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

| [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/email%20icon(8).png?sv=2026-02-06&spr=https&st=2026-10-31T15%3A59%3A51Z&se=2026-10-31T16%3A59%3A51Z&sr=c&sp=r&sig=TvBzo0gFF0hWo%2F9sjQEdJncTuaC8yFra8zF%2FubcLAb4%3D)](https://help.symphonysummitai.com/summit-platform/docs/notification-email-template-elements) |
| --- |
| [Email Template Elements](https://help.symphonysummitai.com/summit-platform/docs/notification-email-template-elements) |