Create and Save an Email Template (Save for All Roles)

If your Email Template Organizing security setting is Save for All Roles you can save email templates for your personal use, for use by team members who share your security role, or as global options that any user of the current Info Center can access.

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, select the Access to all roles option and save the global template.
5. Click Save.