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Managing Email Templates

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Bytimothy A
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Overview: 

Managing email templates allows you to create, edit, and organize reusable email formats used for communication within the system. This helps ensure consistent messaging, saves time, and improves efficiency when sending emails.

Follow these steps to manage text templates: 

Step 1: On your dashboard, click the user dropdown menu in the top-right corner.
Step 1: On your dashboard, click the user dropdown menu in the top-right corner.

Step 2: From the dropdown menu, click Settings to navigate.

Step 2: From the dropdown menu, click Settings to navigate.

Step 3: You will then be taken to the Settings page. Scroll down and click on Templates to continue.

Step 3: You will then be taken to the Settings page. Scroll down and click on Templates to continue.

Step 4: You will then be redirected to the Templates section, where you will be in the Text Templates section by default.

Step 4: You will then be redirected to the Templates section, where you will be in the Text Templates section by default.

Step 5: Click on Email to navigate and view your available email templates.

Step 5: Click on Email to navigate and view your available email templates.

Step 6: You will then be redirected to the Email Templates section.

Step 6: You will then be redirected to the Email Templates section.

Step 7: You can create a new category by clicking the Add Category button below.

Step 7: You can create a new category by clicking the Add Category button below.

Step 8: You can view all the templates by clicking the Previous and Next buttons located below.

Step 8: You can view all the templates by clicking the Previous and Next buttons located below.

Step 9: You may also edit and delete a specific template as long as it is a Company category type.

Step 9: You may also edit and delete a specific template as long as it is a Company category type.

Step 10: Once a template is selected, you will be taken to its page, where you can manage existing templates. You can edit and delete the selected template, or create a new one by clicking the Add Template button.

Step 10: Once a template is selected, you will be taken to its page, where you can manage existing templates. You can edit and delete the selected template, or create a new one by clicking the Add Template button.

Step 11: To edit or delete an existing template, simply hover over it to view the hidden icons.

Step 11: To edit or delete an existing template, simply hover over it to view the hidden icons.

Step 12: Once Edit is selected, you will be taken to the Edit Template section. You can now modify the template email, subject, and change the template category using the dropdown menu.

Step 12: Once Edit is selected, you will be taken to the Edit Template section. You can now modify the template email, subject, and change the template category using the dropdown menu.

Step 13: After managing your template, click Save to proceed. A pop-up notification will confirm the action.

Step 13: After managing your template, click Save to proceed. A pop-up notification will confirm the action.

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