View Template

Folders - All the available folders will be displayed. Clicking on a folder name will display all the templates present in that folder.
 

Create Folder

1. Click the View templates drop-down list and select Create Folder.
   
2. In the Create Folder - "Email Template" popup do the following:
   
• Enter the Folder Name.
  
• Choose with whom you would link to share the folder with by selecting the respective radio buttons.
  You can choose from Only Me, All Users, Selected Users.
  
  
  
  

Move template to folder

1. Enable the checkbox next to the template(s) you would like to move to a different folder.
   
2. Click + Move to folder.
   
3. In the Choose Folder popup, choose the folder where you want to move the template from the move to drop down list.
   You can create a new folder and move the template there if required.
4. Click Move.
   
   
   
   

When using email templates, some might frequently be preferred more than the others and you might want those templates to be displayed on top. You can simply mark those templates as favourites by clicking on the star icon next to the template name. 

Template once created can be edited anytime.Hover over the template you would like to edit and click the Edit icon.

If you no longer require a template, you can delete them. Hover over the template which you would like to delete and click the Delete icon.

This filer allows you to filter all the templates created for a particular module of your choice. Click the Filter icon next to All Modules in the menu and select the Module of your choice. The templates created for that module will be displayed.