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Resolve - Email Templates

How to Add, Edit and Delete Email Templates in Resolve

To add an Email Template:

 

Instructions
  1. Navigate to User Profile > Site Settings
  2. Navigate to Templates > Email
  3. Select New Email Template
  4. Create the template

    • Name: Very briefly describe the template
    • Email Subject: Create a subject line
    • Content: Create the email message
  5. Select Save at the top of the page



To edit an existing Email Template:

  1. Select the blue Edit tool next to the Email Template you want to modify
  2. Edit the template

    • Name: Edit the template name
    • Email Subject: Edit the subject of the message
    • Content: Edit the message
  3. Select Save at the top of the page



To delete an Email Template:

  1. Select the Delete tool (trashcan icon) next to the Email Template you want to remove
  2. Select OK to the Confirm Delete? pop-up