How do I view Email Template in Propeller?
1. |
Login to your account using your current username and password. |
|
2. |
Click on the Asset / Lease Management Tab. |
![](https://flydocssupport.kayako.com/media/url/Apn9gzxX7tH9XcQCKs9A2G5umZMXgHK3) |
3. |
Hover on Claim Management. |
![](https://flydocssupport.kayako.com/media/url/3Ep2xlWsDcdmkLGfhxqoZpIsRuvc8Jmu) |
4. |
Select the Propeller Tab. |
![](https://flydocssupport.kayako.com/media/url/DmEih7WQCEaGMyryJj6cIZp1XW8JklS3) |
5. |
Hover on the Controls button and click on the Email Template. It will open in a new window. |
![](https://flydocssupport.kayako.com/media/url/1CN8qXUV0mirMhmmLu6fIgRY8alnKd5y) |
6. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/XCcVCiqsFSafXCPCAqSCZG9wJyxtRtdi) |
How do I add an Email Template in Propeller?
1. |
Login to your account using your current username and password. |
|
2. |
Click on the Asset / Lease Management Tab. |
![](https://flydocssupport.kayako.com/media/url/Apn9gzxX7tH9XcQCKs9A2G5umZMXgHK3) |
3. |
Hover on Claim Management. |
![](https://flydocssupport.kayako.com/media/url/3Ep2xlWsDcdmkLGfhxqoZpIsRuvc8Jmu) |
4. |
Select the Propeller Tab. |
|
5. |
Hover on the Controls button and click on the Email Template. It will open in a new window. |
![](https://flydocssupport.kayako.com/media/url/1CN8qXUV0mirMhmmLu6fIgRY8alnKd5y) |
6. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/XCcVCiqsFSafXCPCAqSCZG9wJyxtRtdi) |
7. |
Click on the Add button. |
![](https://flydocssupport.kayako.com/media/url/hRL8XeQlO9l563VkrwW86eotSAP3SimI) |
8. |
Fill the required details. |
![](https://flydocssupport.kayako.com/media/url/lHEHeLwd392LG5u1wjVelcGN2JVL76T0) |
9. |
Click on the Save button. |
![](https://flydocssupport.kayako.com/media/url/M1B28XBGp54sYCE1ogPEGgP7I7tconWl) |
10. |
It will open a Popup message. Click on OK. |
![](https://flydocssupport.kayako.com/media/url/gS3bIiwNQqxODjfe81kCzsYwTa2twZRt) |
How do I edit the Email Template in Propeller?
1. |
Login to your account using your current username and password. |
|
2. |
Click on the Asset / Lease Management Tab. |
![](https://flydocssupport.kayako.com/media/url/Apn9gzxX7tH9XcQCKs9A2G5umZMXgHK3) |
3. |
Hover on Claim Management. |
![](https://flydocssupport.kayako.com/media/url/3Ep2xlWsDcdmkLGfhxqoZpIsRuvc8Jmu) |
4. |
Select the Propeller Tab. |
![](https://flydocssupport.kayako.com/media/url/DmEih7WQCEaGMyryJj6cIZp1XW8JklS3) |
5. |
Hover on the Controls button and click on the Email Template. It will open in a new window. |
![](https://flydocssupport.kayako.com/media/url/1CN8qXUV0mirMhmmLu6fIgRY8alnKd5y) |
6. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/XCcVCiqsFSafXCPCAqSCZG9wJyxtRtdi) |
7. |
Click the asset from the grid, to be edited. |
![](https://flydocssupport.kayako.com/media/url/fVcUljiTYFZW8pyFjFHVbLWGI1KbSUan) |
8. |
Click on the Edit button. |
![](https://flydocssupport.kayako.com/media/url/hQBAByEwzOl1p6VAA5jBngdXoDRG7tNn) |
9. |
Fill the required details. |
![](https://flydocssupport.kayako.com/media/url/lHEHeLwd392LG5u1wjVelcGN2JVL76T0) |
10. |
Click on the Save button. |
![](https://flydocssupport.kayako.com/media/url/M1B28XBGp54sYCE1ogPEGgP7I7tconWl) |
11. |
It will open a Popup message. Click on OK. |
![](https://flydocssupport.kayako.com/media/url/gbNaY9fdkRMfb5V3vb6y0nUUbDQZ4GZJ) |
How do I delete Email Template in Propeller?
1. |
Login to your account using your current username and password. |
|
2. |
Click on the Asset / Lease Management Tab. |
![](https://flydocssupport.kayako.com/media/url/Apn9gzxX7tH9XcQCKs9A2G5umZMXgHK3) |
3. |
Hover on Claim Management. |
|
4. |
Select the Propeller Tab. |
|
5. |
Hover on the Controls button and click on the Email Template. It will open in a new window. |
![](https://flydocssupport.kayako.com/media/url/1CN8qXUV0mirMhmmLu6fIgRY8alnKd5y) |
6. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/XCcVCiqsFSafXCPCAqSCZG9wJyxtRtdi) |
7. |
Click the asset from the grid, to be deleted. |
![](https://flydocssupport.kayako.com/media/url/fVcUljiTYFZW8pyFjFHVbLWGI1KbSUan) |
8. |
Click on the Delete button. |
![](https://flydocssupport.kayako.com/media/url/AC4OKB756bL2uT1HLvZPvS05rDkrEAGu) |
9. |
It will open a Popup message. Click on OK. |
![](https://flydocssupport.kayako.com/media/url/ezv3ZbyIzXIc42C1AQxQsvjyplxo5HdD) |
10. |
Another Popup message will be open. Click on OK. |
![](https://flydocssupport.kayako.com/media/url/xlY0QTUjRB9jSJXmG7jxamTXTUPieysK) |
How do I view an audit trail of an Email Template?
1. |
Login to your account using your current username and password. |
|
2. |
Click on the Asset / Lease Management Tab. |
![](https://flydocssupport.kayako.com/media/url/Apn9gzxX7tH9XcQCKs9A2G5umZMXgHK3) |
3. |
Hover on Claim Management. |
|
4. |
Select the Propeller Tab. |
|
5. |
Hover on the Controls button and click on the Email Template. It will open in a new window. |
![](https://flydocssupport.kayako.com/media/url/1CN8qXUV0mirMhmmLu6fIgRY8alnKd5y) |
6. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/XCcVCiqsFSafXCPCAqSCZG9wJyxtRtdi) |
7. |
Click on the Audit Trail button. It will open the Audit Trail page in a new window. |
![](https://flydocssupport.kayako.com/media/url/rjRwd8XhnlJabO0uB4KKcgZ3eUiflGMY) |
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. |
![](https://flydocssupport.kayako.com/media/url/OxIJG1jC2GfNH1zQTHtWyunBUwRsG0QL) |
9. |
Click on the Filter button to filter the Audit Trail report. It will show filtered data into the grid. |
![](https://flydocssupport.kayako.com/media/url/UPFad5FHAL50u7kR7GRZpeP4uoxV6Wy3) |
How do I export the audit trail of the Email Template?
1. |
Login to your account using your current username and password. |
|
2. |
Click on the Asset / Lease Management Tab. |
![](https://flydocssupport.kayako.com/media/url/Apn9gzxX7tH9XcQCKs9A2G5umZMXgHK3) |
3. |
Hover on Claim Management. |
![](https://flydocssupport.kayako.com/media/url/3Ep2xlWsDcdmkLGfhxqoZpIsRuvc8Jmu) |
4. |
Select the Propeller Tab. |
![](https://flydocssupport.kayako.com/media/url/DmEih7WQCEaGMyryJj6cIZp1XW8JklS3) |
5. |
Hover on the Controls button and click on the Email Template. It will open in a new window. |
![](https://flydocssupport.kayako.com/media/url/1CN8qXUV0mirMhmmLu6fIgRY8alnKd5y) |
6. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/XCcVCiqsFSafXCPCAqSCZG9wJyxtRtdi) |
7. |
Click on the Audit Trail button. It will open the Audit Trail page in a new window. |
![](https://flydocssupport.kayako.com/media/url/rjRwd8XhnlJabO0uB4KKcgZ3eUiflGMY) |
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. |
![](https://flydocssupport.kayako.com/media/url/OxIJG1jC2GfNH1zQTHtWyunBUwRsG0QL) |
9. |
Click on the Export button. |
![](https://flydocssupport.kayako.com/media/url/4U1KCv4yq5y3sbTaAlI79h6NZwT4cs6V) |
10. |
It will show you Popup asking whether you want to open or save the file. |
![](https://flydocssupport.kayako.com/media/url/0cESKjmHbRam6TjsmwO1EEJJDgmuPj8r) |
Lauren Partridge
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