Create and Modify an Email Template

Depending on your role security settings, you can create or modify personal or shared email templates for future use.

Pre-requisite: From one of several applications, access the Email dialog box.

To create or modify an email template:

1. On the Email dialog box, do one of the following:
   • To create a new template, enter and insert standard information for your email message, such as regular text or database fields in the Subject field or Message text box.

     You may leave certain fields blank, depending on the information that you want to reuse.

   • To modify a saved email template, use the Select Email Template option and then apply your changes to the selected template.

     You can only modify templates that you created. If you want to modify a shared template created by another user, save a copy of a shared template as a new template.

2. Click the Save Email Options button.
3. On the Save Email Options dialog box, select one of the following options to specify how you want to save the email template:
   • To create a new template, select either the Save option or the Save as new template option.
   • To create a new template based on the selected (saved) email template, select the Save as new template option.
4. In the Name field, enter or modify the name of the email template.
5. In the Save For field, select one or more security roles that can use the email template.
   This field does not display if your role is set to save email templates for personal use only.
6. In the Add this email template to field, you may select or create a folder in which you want to save the email template.
7. Click Save.