Create and Save an Email Template (Save for My Role)

If your Email Template Organizing security setting is Save for My Role, you can save email templates for use by team members who share your security role.

To create and save a template, complete the following steps:

1. On the toolbar of the Info Center form, click Email > Email Template.
2. On the Email Templates dialog box, create the email template.
3. Click Organize.
4. On the Organize Email Templates dialog box, save a role-specific template.
5. Click Save.