Copy a Template

Use these steps to copy a template.

To copy 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 copy.
  3. Click Copy Email Details....
  4. In the Copy Email Details wizard that displays, use the Copy from dropdown list to select a record to copy from.
  5. Click Copy Email Details.