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Manage Email Templates

Complete the following procedure to create, text, and activate email templates for routine customer communications.

1. Navigate to the Email Templates screen.

   1. Log In to the Data Center Application to display the Data Center ribbon menu.

      

   2. Select Setup > Email Templates from the main menu to display the Email Templates screen.

   

2. Click a template in the Email Name list to display its information in the screen's main area.

   Note: If the Email Name list is not visible, click the Templates arrow button to expand it.

3. Complete the following if the Schedules section is present:

   Note: Some templates do not require scheduling and do not include this section.

   1. Click the Schedules arrow button to expand or contract the section as needed.
   2. Click the Click here to add new item button to display a blank (0, 0, 0) time period.
   3. Click the time period's clock button to display slider controls.
   4. Adjust controls for the desired number of days, hours, and minutes.
   5. Click the Close button to save the time period.
   6. Repeat as needed to add additional time periods to the template.
4. Enter the appropriate addresses and desired phrases in the data fields.

5. Populate the Document Editor area (body of the email) with formatted text, images, etc. Complete the following to place a variable in the email body:

   Note: For a sample email body that can be cut and pasted as needed, refer to AXIS Email Template: Completed Work Order.

   1. Position the cursor in the appropriate location.
   2. Double-click the desired variable in the Data Fields list to add it where indicated.
6. Click the Save button to save template information.

7. If desired, complete the following to test the email:

   1. Click the Test Email button to display an address entry window.

   2. Enter the address to send the email to in the Test Email Address field.
   3. Click the Test button to send the email.
   4. Check the email address inbox to confirm receipt of the text email
8. When appropriate, check the Active checkbox to activate the template.
9. Click the tab's Close button to close the screen.