How To: Copy an existing Email Message Template to create a New Template

New Email Templates can now be copied from existing Email Templates.

  1. Open an Email Manager screen (show me how).
  2. In the Template List screen, find and open the template you wish to copy.
  3. Press F9 or clicking the down arrow immediately to the right of the to open the 'Other Actions' menu.
  4. Select Duplicate Email Template....
  5. In the New Email Template dialog:
    Copy an existing Email Message Template to create a New Template dialog
    1. Update the Template Code.
    2. Update the Template Description.
      Notes:
      1. By default the dialog will be populated with the name of the existing template but with the text (CPY) and (Copy), these can be overwritten.
      2. The maximum length of the code is 20 characters.
      3. The maximum length of the name is 50 characters.
      4. Codes and Names are truncated when creating the new template if they exceed the maximum length.
  6. Click OK in the information dialog.
  7. The new template is opened after creation, so the User can now enter Edit mode and edit the new template.

Notes:

  1. Embedded images and Additional Attachments are not copied.
  2. The email template cannot be copied from [ Email Manager | List ], or when the template is in Edit mode.

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