Edit Correspondence Template

Users with the required Permissions can edit Correspondence Templates at any time. However, changes to the body text will not be applied automatically to other correspondence associated with the template. For such occasions, manual updates/customized text can be applied when sending the correspondence.

Steps to Edit a Request/Memo Correspondence Template

Click Administration > System Configuration > Correspondence Templates. The Correspondence Templates screen displays as shown below.
By default, Request will be selected as the Correspondence Template type. Alternatively, you can select Memo or Email.
Select the template you want to modify. The first template is selected by default.
Click Edit. The following screen displays:
Make any necessary modifications to the Name, Action Office, Language or body of the template using the available tools provided by the Editor program and preset fields found in the Insert Fields menu.
Click Save. A verification message will be display asking "Do you want to save the template?" Click OK to save the changes, or click Cancel to abort.

Steps to Edit an Email Template

Click Administration > System Configuration > Correspondence Templates. The Correspondence Templates screen displays as shown below.
From the available correspondence template options, select Email. The Correspondence Templates (Email) screen displays as shown below.
Select the desired template type from the template menu (Admin, Memo, Users), or accept the default value.
Select the template you wish to modify. The first template will be selected by default.
Make any necessary modifications to the Name, Subject, Language, Action Office, or body of the template using the available tools provided by the Editor program and preset fields found in the Insert Fields menu.
Click Save. A verification message will display asking if you want to save the correspondence template. Click OK to save the template.