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Email Template Screen

Use this screen to create email templates. To access this screen:

1.      Click the Administration icon in the upper pane.

The Administration menu is displayed in the left navigation pane.

2.      Click the Email Admin icon in the Administration menu.

The Email Admin menu is displayed.

3.      Click Email Templates in the Email Admin menu.

The Email Template screen is displayed.

Email_Template_Screen.jpg 

The following table defines the components on the Email Template screen.

Component

Description

Search Pane

Template Name field

Allows you to search by the template name.

Email Address field

Allows you to search for a template by the email address.

Subject field

Allows you to search for a template by its subject.

Body field

Allows you to search for a template by its body text.

Application list

Allows you to search by application name.

Search button

Searches for the email template based on the criteria you entered in the search fields.

Clear button

Removes the data you entered in the search fields and the matching results from the Results pane.

Email Template Search Results Pane

This pane displays the results that match the criteria you entered in the Search pane fields.

Email_Template_Search_Results_Pane.jpg 

The following table defines the components on the Email Template Search Results pane.

Component

Description

Search Results Pane

Template Name column

Displays the name of the template.

Email Address column

Displays the email address on the template.

Subject column

Displays the subject of the email.

Body column

Displays the body of the email.

Application column

Displays the application where the email template is used.

Email Template Edit Pane

On this pane you can add, edit, and delete email templates.

Email_Template_Edit_Pane.jpg 

The following table defines the components on the Email Template Edit pane.

Component

Description

Edit Pane

Template Name field

Allows you to enter a name for the template.

Email Address field

Allows you to enter an email address for the template.

Subject field

Allows you to enter the subject for the template.

Body field

Allows you to enter the text for the template.

Application list

Allows you to select the application where the template is used.

Upload Attachments button

Allows you to upload attachments.

Email Attachments field

Displays the uploaded email attachments.

Save button

Allows you to save the new or edited template.

Reset button

Discards your changes and reverts to the previous template.

New button

Clears the screen and allows you to enter another new template.

Delete button

Allows you to delete an existing template.