Maintaining email templates

Modified on Sun, 19 Apr at 11:31 PM

You can maintain email templates for certain types of emails in the Edit Email Template window.

Opening the Edit Email Template window

To open the Edit Email Template window:

Open the Send Email window. See Sending emails or SMS messages to multiple community members from a grid.
Click next to the Select Template field.
The Edit Email Template window is displayed.

Edit Email Template window key fields and buttons
Fields

Field	Description
Name	Name of the template. Select a template to edit. Note: Save any changes you have made by clicking before you select another template to edit.
Description	Description of the email template.
Message Type	Message type of the template. Either HTML or Plain text.
Message Subject	Subject line of the email template.
Template is Private	Select to indicate that the template is a private template for the selected user.
Classification	Select the document classification of the email template.
Owner	Owner of the email template.
Editor	Type and format the signature. The editor has three views: Design view, which lets you use text formatting similar to Microsoft Word. HTML view, which lets you see the HTML-tagged text. Preview view, which shows you how the signature appears on emails.

Buttons

Button	Description
	Create a new template.
	Delete this template.
	Load an HTML file into the template body.
	Save the changes you have made to this template.
	Close the Edit Email Template window.