---
title: Email Templates
description: Education and guidance
---

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1. [Home](https://faq.elecate.com/faq?hsLang=en)
2. [General Setup](https://faq.elecate.com/faq/general-setup?hsLang=en)

# Email Templates

The **Email Tab** allows users to view, manage, and configure automatic email messages within the system. This includes browsing existing messages, editing content, creating new templates, and managing activation status.

**How to Create or Edit an Email template:**

 

1\. At the top of the screen, on the right side, click on the **Gear Icon**

![](https://faq.elecate.com/hs-fs/hubfs/image-png-May-20-2026-08-20-38-3632-PM.png?width=670&height=289&name=image-png-May-20-2026-08-20-38-3632-PM.png)

 

2\. Select **Email Management**

 

![](https://faq.elecate.com/hs-fs/hubfs/image-png-May-20-2026-08-19-22-9317-PM.png?width=669&height=291&name=image-png-May-20-2026-08-19-22-9317-PM.png)

 

3\. You can either create a **New Email Template or edit an existing record**

 

![](https://faq.elecate.com/hs-fs/hubfs/image-png-May-20-2026-08-22-08-6958-PM.png?width=670&height=276&name=image-png-May-20-2026-08-22-08-6958-PM.png)

 

4\. If the **New Entry button** was selected, the following fields needs to be filled out, **save and close the changes**

 

![](https://faq.elecate.com/hs-fs/hubfs/image-png-May-20-2026-08-23-50-3507-PM.png?width=670&height=248&name=image-png-May-20-2026-08-23-50-3507-PM.png)

5\. If you need to create a copy from an existing email template, **put a check mark on the desired template, next go to the New Entry drop- down menu and select Copy**

 

![](https://faq.elecate.com/hs-fs/hubfs/image-png-May-20-2026-08-25-28-9653-PM.png?width=670&height=277&name=image-png-May-20-2026-08-25-28-9653-PM.png)

 

6\. Based on your user configuration, you can may be able to delete email templates:

![](https://faq.elecate.com/hs-fs/hubfs/image-png-May-20-2026-08-34-47-7727-PM.png?width=1873&height=838&name=image-png-May-20-2026-08-34-47-7727-PM.png)

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