Manage Communication Templates
Go to Settings > Communication Templates to see a list of your current communication templates.
Using features in the header, you can manage how the list is displayed:
Creator: From this dropdown menu, you can filter the list to show only templates generated by the System, a User, or both.
Search: If you want to find a template that includes a particular word or phrase, you can enter it in the Search field.
Refresh
: Select the Refresh button to refresh the page.Reset Filters
: If you have filtered the list, you can reset it by selecting the Reset Filters button.Number of templates displayed
: The default number of templates displayed on a page is ten. If you want to change this, you can select a preset number from the display options dropdown menu.
Use the options in the Actions column to manage the content of your templates.
Preview: Select Preview to see your template.
Details: Select Details from the dropdown menu beside Preview to find information about the template, such as a description and the date and time it was created.
Edit: You can edit the template from the Details page or select Edit from the dropdown menu beside Preview to make updates to the template.