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:
How to Create or Edit an Email template:
1. At the top of the screen, on the right side, click on the Gear Icon
2. Select Email Management
3. You can either create a New Email Template or edit an existing record
4. If the New Entry button was selected, the following fields needs to be filled out, save and close the changes
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
6. Based on your user configuration, you can may be able to delete email templates:
