Renaming an Email Template

 

There are three steps to renaming an email template:

1. Copy the original template.
2. Assign the new template to any clients configured to use the old template.
3. Delete the old template.

  To copy an existing email template

1. From the Statements menu, point to Statement Setup and then select Email Templates.
2. Click the Template ID lookup button and select the email template you want used as a basis for the new template.
3. Press Esc (or click or or press Ctrl+S).
4. Change the Template ID to the name of the new email template.
5. Make any other desired changes.
6. Click or press Ctrl+S on the keyboard to save the new email template.

  To update the email template using Change Client Options

1. From the Maintenance menu, point to Client Related, and then select Change Client Options.
2. On the Client tab, enter the Client IDs currently using the old email template. The Multiple button can be used to select multiple ranges of Client IDs.
3. On the Billing tab, click the Select button.
4. From the Select Options to Change window, select the Email Template option.
   • Click OK. The Email Template option will become available.
5. Click the Email Template button and select the new email template.
6. Click OK.

  To delete an existing email template

1. From the Statements menu, point to Statement Setup and then select Email Templates.
2. Click the Template ID lookup button and select the desired email template.
3. Click on the toolbar to delete the email template. You will be asked to confirm that you want to delete the email template.

See also:	Toolbar Buttons
	Customizing Email Templates for Specific Clients