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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
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