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