Scenarios

  1. You wish to modify email tempalates.

This document assumes the following.

  • You understand what email templates are used for and how they can help you.

To access email templates, go to the Communication tab.

  • Select Modify Templates.

  • There are three tabs, default system templates, system templates, and personal templates.

  • You can view any template by simply selecting it.

Editing Templates

  • Select the template you wish to edit.

  • Click on the cog to the far right of the screen.

  • Select Edit.

  • DO not EDIT any of the macro fields if you do not understand how they work, please contact the team who can edit these for you.

Awesome! You now know how to edit email templates.