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Search for a Questionnaire Email Template
Existing email templates are listed in the Questionnaire Email Templates screen. Existing email templates can be opened for viewing and editing from the list in the Questionnaire Email Templates screen.
By default, the Questionnaire Email Templates screen lists all existing email templates that are linked to all agency brands and offices within the country to which you are assigned. However, you can use the fields in the search section at the top of the Questionnaire Email Templates screen to search for email templates linked to other countries and/or specific agency brands and offices.
...
How to Search for Existing Templates
...
2.
In the menu on the left-hand side of the Maintenance area, click Email Templates.
The Questionnaire Email Templates screen opens.
1. |
Near the top right-hand corner of the Questionnaire Maintenance screen, click
.
The Maintenance area opens.
Open Maintenance > Questionnaire Section > Email Template. The Email Template page displays. | |
2. | In the fields within the search section at the top of the screen, select or type the relevant search criteria depending on the email template(s) you want to |
find.
|
|
3. | Click |
Search. The existing email templates that match |
...
your search criteria are listed in the Email Template List. |  |
Edit an Existing Template
Any attributes of an existing email template, as defined when the template was created, can be edited if necessary. To edit an existing template, follow the procedure below.
...
How to Edit an Existing Template
...
1. |
Using the Questionnaire Email Templates screen, search for the template to be edited so that it is listed in the screen.
2.
Within the list of existing email templates in the Questionnaire Email Templates screen, double-click the template you want to edit.
The template opens for editing in the Questionnaire Email Template Maintenance screen.
3.
Edit the attributes of the template as required.
4.
Click to save your changes.
A confirmation message opens, indicating the template has been saved successfully.
5.
Inside the confirmation message, click .
The confirmation message and the Questionnaire Email Template Maintenance screen close.
...
Open Maintenance > Questionnaire Section > Email Template. The Email Template page displays. | ||
2. | Select the search criterion required to find the template you wish to edit and click Search. A list of templates matching your criterion displays. |  |
3. | Click the Action menu next to the template you wish to edit and select Edit. The Edit Email Template pop up displays. |  |
4 | Make the changes required. | |
5. | Click Save Change. A confirmation message opens, indicating the template has been saved successfully. |  |
Delete an Email Template
Email templates that are no longer required can be deleted. To delete and existing email template, follow the procedure below.
How to Delete an Existing Template
2.
Within the list of existing email templates in the Questionnaire Email Templates screen, click the template you want to delete.
The template is selected within the list.
1. |
Using the Questionnaire Email Templates screen, search for the template to be deleted so that it is listed in the screen.
Open Maintenance > Questionnaire Section > Email Template. The Email Template page displays. | ||
2. | Select the search criterion required to find the template you wish to edit and click Search. A list of templates matching your criterion displays. | |
Click the Action menu next to the template you wish to edit and select Delete. The Delete Email Template pop up displays. |  | |
3. | Click Delete. A confirmation message opens prompting you to confirm the deletion. |
 | |
4. | To continue deleting the selected template, click Yes. The confirmation message closes and the selected template is deleted. |
 |