Edit a Template

Use these steps to edit an existing template.

To edit a template:

  1. Under the Setup menu section, go to Notifications > Email Alerts > Templates.
  2. Use the search filter and/or the Search field at the top of the workspace to select the template you want to edit.
  3. Update the fields are needed.
  4. Click Revert if you want to undo your changes. Otherwise, click Save.