Search for an Email Template

Use Email Templates in the Folders, Reports, & Documents submodule in the Settings module to search for email templates.

To use Email Templates, you must have access to Settings as defined in User Access Rights under Settings.

To search for an email template:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the template for which you are looking.
3. In the left pane of the Settings page, click Folders, Reports, & Documents > Email Templates.
4. On the grid toolbar, use the Search field to enter text that is associated with the template for which you are looking.
   WorkBook displays the results in the grid.