How do I view email templates in aircraft?
| 1. |
Login to your account using your current username and password. |
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| 2. |
Click on the Asset / Lease Management Tab. |
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| 3. |
Hover on Claim Management and click on the Aircraft Tab. |
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| 4. |
Hover on the CONTROLS button and click on the Email Template. It will open in a new window. |
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| 5. |
Select Client. |
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How do I add an email template to the aircraft?
| 1. |
Login to your account using your current username and password. |
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| 2. |
Click on the Asset / Lease Management Tab. |
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| 3. |
Hover on Claim Management and click on the Aircraft Tab. |
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| 4. |
Hover on the CONTROLS button and click on the Email Template. It will open in a new window. |
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| 5. |
Select Client. |
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| 6. |
Click on the ADD button. |
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| 7. |
Fill the required details. |
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| 8. |
Click on the SAVE button. |
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| 9. |
It will open a Popup message. Click on OK. |
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How do I edit the email template in the aircraft?
| 1. |
Login to your account using your current username and password. |
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| 2. |
Click on the Asset / Lease Management Tab. |
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| 3. |
Hover on Claim Management and click on the Aircraft Tab. |
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| 4. |
Hover on the CONTROLS button and click on the Email Template. It will open in a new window. |
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| 5. |
Select Client. |
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| 6. |
Click the asset from the grid, to be edited. |
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| 7. |
Click on the EDIT button. |
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| 8. |
Fill the required details. |
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| 9. |
Click on the SAVE button. |
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| 10. |
It will open a Popup message. Click on OK. |
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How do I delete the email template in the aircraft?
| 1. |
Login to your account using your current username and password. |
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| 2. |
Click on the Asset / Lease Management Tab. |
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| 3. |
Hover on Claim Management and click on the Aircraft Tab. |
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| 4. |
Hover on the CONTROLS button and click on the Email Template. It will open in a new window. |
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| 5. |
Select Client. |
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| 6. |
Click the asset from the grid, to be deleted. |
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| 7. |
Click on the DELETE button. |
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| 8. |
It will open a Popup message. Click on OK. |
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| 9. |
Another Popup message will be open. Click on OK. |
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How do I view an audit trail of the email template?
| 1. |
Login to your account using your current username and password. |
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| 2. |
Click on the Asset / Lease Management Tab. |
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| 3. |
Hover on Claim Management and click on the Aircraft Tab. |
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| 4. |
Hover on the CONTROLS button and click on the Email Template. It will open in a new window. |
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| 5. |
Select Client. |
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| 6. |
Click on the AUDIT TRAIL button. It will open the Audit Trail page in a new window. |
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| 7. |
Select filter types to filter the Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by the client, etc. |
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| 8. |
Click on the FILTER button to filter the Audit Trail report. It will show filtered data into the grid. |
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How do I export the audit trail of the email template?
| 1. |
Login to your account using your current username and password. |
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| 2. |
Click on the Asset / Lease Management Tab. |
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| 3. |
Hover on Claim Management and click on the Aircraft Tab. |
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| 4. |
Hover on the CONTROLS button and click on the Email Template. It will open in a new window. |
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| 5. |
Select Client. |
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| 6. |
Click on the AUDIT TRAIL button. It will open the Audit Trail page in a new window. |
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| 7. |
Select filter types to filter the Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by the client, etc. |
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| 8. |
Click on the EXPORT button. |
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| 9. |
It will show you Popup asking whether you want to open or save the file. |
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Lauren Partridge
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