How do I view Email Template in APU?
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. |
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4. |
Select the APU Tab. |
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5. |
Hover on the Controls button and click on the Email Template. It will open in a new window. |
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6. |
Select Client. |
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How do I add an Email Template in APU?
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. |
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4. |
Select the APU Tab. |
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5. |
Hover on the Controls button and click on the Email Template. It will open in a new window. |
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6. |
Select Client. |
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7. |
Click on the Add 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 edit Email Template in APU?
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. |
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4. |
Select the APU Tab. |
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5. |
Hover on the Controls button and click on the Email Template. It will open in a new window. |
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6. |
Select Client. |
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7. |
Click the asset from the grid, to be edited. |
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8. |
Click on the Edit button. |
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9. |
Fill the required details. |
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10. |
Click on the Save button. |
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11. |
It will open a Popup message. Click on OK. |
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How do I delete Email Template in APU?
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. |
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4. |
Select the APU Tab. |
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5. |
Hover on the Controls button and click on the Email Template. It will open in a new window. |
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6. |
Select Client. |
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7. |
Click the asset from the grid, to be deleted. |
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8. |
Click on the Delete button. |
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9. |
It will open a Popup message. Click on OK. |
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10. |
Another Popup message will be open. Click on OK. |
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How do I view an audit trail of an 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. |
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4. |
Select the APU Tab. |
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5. |
Hover on the Controls button and click on the Email Template. It will open in a new window. |
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6. |
Select Client. |
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7. |
Click on the Audit Trail button. It will open the Audit Trail page in a new window. |
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8. |
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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9. |
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. |
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4. |
Select the APU Tab. |
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5. |
Hover on the Controls button and click on the Email Template. It will open in a new window. |
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6. |
Select Client. |
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7. |
Click on the Audit Trail button. It will open the Audit Trail page in a new window. |
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8. |
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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9. |
Click on the Export button. |
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10. |
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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