Use the Email Templates submodule to download an email template as a PDF file, a Word document, or an image file such as PNG or JPG.
To use the Email Templates submodule, you must have access to
Settings as defined in the User Access Rights submodule under
Settings.
To download an email template:
-
On the main toolbar, click
Settings
.
-
If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company that contains the template that you want to download.
-
In the left navigation pane of the Settings screen, click
.
-
In the grid, highlight the template that you want to download.
-
On the right sidebar, do one of the following:
- To download the template as a PDF file, click
Download as PDF
.
- To download the template as a Word file, click
Download as Word document
.
- To download the template as an image, click
Download as image
.
WorkBook saves the file in your machine.