How to Search for Existing Templates

1.

Near the top right-hand corner of the Questionnaire Maintenance screen, click
.
The Maintenance area opens.

2.

In the menu on the left-hand side of the Maintenance area, click Email Templates.
The Questionnaire Email Templates screen opens.

3.

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.
Click here to see descriptions of the available search fields.
Country
Country to which the email template is linked. This defaults to the country to which you are assigned. To search for templates linked to another country, click this field and select the relevant country name from this field.
Brand
Agency brand to which the email template is linked within the selected country. This defaults to Any Brand, thereby allowing you to search for templates linked to any agency brand. To search for templates linked to a specific agency brand, click this field and select the relevant brand from this field.
Office
Agency office to which the email template is linked within the selected country. This defaults to Any Office, thereby allowing you to search for templates linked to any agency office. To search for templates linked to a specific agency office, click this field and select the relevant office from this field.
Name
Name of the email template to be found. To search for a specific template by name, type the template name in this field.
Message Type
Type of message to which the email template applies. This defaults to Any Message Type, thereby allowing you to search for templates applicable to all message types. For example, if you select Auto Response - Applicant Discarded only those templates that are applicable to rejection message emails will be listed.


Note that the search section of the screen can be hidden and un-hidden by clicking
at the top of the screen. The search section should be unhidden by default.

4.

Click Find Questionnaire Notifications .
The existing email templates that match your search criteria are listed in the Questionnaire Email Templates screen.

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.

How to Delete an Existing Template

1.

Using the Questionnaire Email Templates screen, search for the template to be deleted so that it is listed in the screen.

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.

3.

Click .
A confirmation message opens prompting you to confirm the deletion.

4.

To continue deleting the selected template, click .
The confirmation message closes and the selected template is deleted.