Duplicate an Existing Template

Locate the Template you would like to duplicate via the template list (or utilise the search feature to search for the template)

Hover your mouse over the relevant Template

Click the Duplicate button

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• Edit an Existing Template

  Locate the Template you would like to update via the template list (or utilise the search feature to search for the template) Hover your mouse over the relevant Template Click the Edit button

• Create an Email Template

  To create an Email Template click the Templates link on the top right of the screen, you have a couple options, you can Start Fresh, or access an existing template Select relevant option to open email editor

• Duplicate Role

  Sometimes you will want to create a Role that is similar to an existing Role with just a few minor changes. In this instance it is more efficient for you to use the Duplicate Role option. Once you have duplicated a Role, you'll be able to customise ...

• Preview a Template

  Locate the Template you would like to preview via the template list (or utilise the search feature to search for the template) Hover your mouse over the relevant Template Click the Preview button

• Delete a Template

  Locate the Template you would like to Delete via the template list (or utilise the search feature to search for the template) Hover your mouse over the relevant Template Click the Delete button Confirm you would like to delete the template