How to Edit, Copy, or Delete Correspondence Template

To edit a Correspondence Template:

1. From the User menu, select Administration.
2. Select the Location, if needed.
3. Click Correspondence Templates.
4. Under Actions, select the Template from the list.
5. Click Edit Selected Template.
6. Make edits.
7. Click Save Template

To copy a Correspondence Template:

1. From the User menu, select Administration.
2. Select the Location, if needed.
3. Select Templates > Correspondence Templates.
4. Under Actions, select the Template from the list.
5. Click Copy Selected Template.
6. In the Template Name field, assign a unique name.
7. Click Save Template.

To delete a Correspondence Template:

1. From the User menu, select Administration.
2. Select the Location, if needed.
3. Select Templates > Correspondence Templates.
4. Under Actions, select the Template from the list.
5. Click Delete Selected Template.
6. Click Yes.