Table of Contents : |
How do I add a Email template?
1. | Login to your account using the username and password provided. | |
2. | Hover over the Master tab and Click on the API Center tab. | |
3. | Select record from the grid. | |
4. | Hover over the CONTROLS dropdown and Click on the Email Templates option. It will open a new window. | |
5. | Click on the ADD button. It will open a new window. | |
6. | Select Client from the list and Other relevant details. | |
7. | Click on the SAVE CONTENT button to add Email Template. |
How do I edit a Email template?
1. | Login to your account using the username and password provided. | |
2. | Hover over the Master tab and Click on the API Center tab. | |
3. | Select record from the grid. | |
4. | Hover over the CONTROLS dropdown and Click on the Email Templates option. It will open a new window. | |
5. | Select Email Template from the grid which you want to edit. | |
6. | Click on the EDIT button. It will open a new window. | |
7. | Select Client from the list and Other relevant details. | |
8. | Click on the SAVE CONTENT button to save your changes. |
How do I delete a Email template?
1. | Login to your account using the username and password provided. | |
2. | Hover over the Master tab and Click on the API Center tab. | |
3. | Select record from the grid. | |
4. | Hover over the CONTROLS dropdown and Click on the Email Templates option. It will open a new window. | |
5. | Select Email Template from the grid which you want to delete. | |
6. | Click on the DELETE button. | |
7. | It will open a Popup window. Click on OK button. |
1. | Login to your account using the username and password provided. | |
2. | Hover over the Master tab and Click on the API Center tab. | |
3. | Select record from the grid. | |
4. | Hover over the CONTROLS dropdown and Click on the Email Templates option. It will open a new window. | |
5. | Click on AUDIT TRAIL button. It will open Audit Trail in a new window. | |
6. | Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc. | |
7. | Click on FILTER button to filter Audit Trail report. It will show filtered data into grid. |
1. | Login to your account using the username and password provided. | |
2. | Hover over the Master tab and Click on the API Center tab. | |
3. | Select record from the grid. | |
4. | Hover over the CONTROLS dropdown and Click on the Email Templates option. It will open a new window. | |
5. | Click on AUDIT TRAIL button. It will open Audit Trail in a new window. | |
6. | Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc. | |
7. | Click on EXPORT button. | |
8. | It will show you Popup asking whether you want to open or save file. |
Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator. |
Lauren Partridge
Comments