How to Modify System Emails

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.

 

C_E_EmailTemplates_1.gif

 

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

 

C_E_EmailTemplates_2.gif

 

  • You can view any template by simply selecting it.

 

This is an image of System Email Template pop up.

  

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.

C_E_EmailTemplates_3.gif

 

 

 

Awesome! You now know how to edit email templates.

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.