Email Template User Manual

Overview

As an admin, you can add a new email template to the project to map it to the project and assign the client as the recipient for sending emails.

Steps to Add an Email Template

Steps

  1. Navigate to the Project Page

    1. Click on the Project Management icon from the sidebar.

    2. You will be redirected to the Project Page.

    3. Click the Projects option from the Sidebar Page.

    4. You will be redirected to the Project Page again.

Email Template Page

  1. Select a Project

    1. Click on the first row from the Project Table.

    2. You will be redirected to the Project View Page.

Email Template Page

  1. Access the Email Template Page

    1. Click on the Channel option in the sub-sidebar menu from the Project Table.

    2. Click on the Email option in the sub-sidebar menu from the Project Table.

    3. You will be redirected to the Email Template Page.

Email Template Page

  1. Add a New Email Template

    1. Click on the Add Email Template button.

    2. You will be redirected to the Add Email Template Page.

Email Template Page

  1. Fill in the Email Template Form

    1. Fill the Add Email Template Form with valid data.

    2. Click the Next button on the Add Email Template Page.

    3. Fill the form with the required message.

    4. Click the Next button again.

Email Template Page

  1. Create and Validate the Email Template

    1. Click the Email Template Create button.

    2. Check the Add Email Template Form Validation.

    3. You will be redirected back to the Email Template Page.

Steps to Edit an Email Template

  1. Navigate to the Email Template Page

    1. Follow the steps for accessing the Email Template Page.

  2. Edit an Existing Email Template

    1. Select the checkbox for the email template to edit.

    2. Click the Edit Email Template button.

    3. Update the Email Template Form with valid data.

    4. Click the Next button and update the message.

    5. Click the Next button again.

    6. Click the Update Email Template button.

Steps to Delete an Email Template

  1. Navigate to the Email Template Page

    1. Follow the steps for accessing the Email Template Page.

  2. Delete a Single Email Template

    1. Select the checkbox for the email template to delete.

    2. Click the Delete Email Template button.

    3. Confirm the deletion.

  3. Delete Multiple Email Templates

    1. Select multiple checkboxes.

    2. Click the Delete Email Template button.

    3. Confirm the deletion.