Start a conversation

How do I manage Email Template in Monthly Reporting(Manage By Date)?

Table of Contents :

How do I add Email template?

1. Login to your account using the username and password provided.
2. Hover over Asset Management Centre and Click on Monthly Reporting tab.  
3. Go to Manage By field and Select Manage By Date from List.  
4. Hover on the Controls dropdown and Click on Manage Email Templates tab. It will open new window.  
5. Select Client.  
6. Click on ADD button. It will open new window.  
7. Fill relevant details and Click on SAVE CONTENT button to add Email Template.

How do I edit Email template?

1. Login to your account using the username and password provided.
2. Hover over Asset Management Centre and Click on Monthly Reporting tab.  
3. Go to Manage By field and Select Manage By Date from List.  
4. Hover on the Controls dropdown and Click on Manage Email Templates tab. It will open new window.  
5. Select Client  
6. Select Email Template from the grid which you want to edit.  
7. Click on EDIT button. It will open new Window.  
8. Fill relevant details and Click on SAVE CONTENT button to add Email Template.

How do I delete Email template?

1. Login to your account using the username and password provided.
2. Hover over Asset Management Centre and Click on Monthly Reporting tab.  
3. Go to Manage By field and Select Manage By Date from List.  
4. Hover on the Controls dropdown and Click on Manage Email Templates tab. It will open new window.  
5. Select Client  
6. Select Email Template from the grid which you want to delete.  
7. Click on DELETE button.  
8. It will open one Pop up. Click on OK button.  
Choose files or drag and drop files
Was this article helpful?
Yes
No
  1. Lauren Partridge

  2. Posted
  3. Updated

Comments