How to Edit, Copy, or Delete Correspondence Template

To edit a Correspondence Template:

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

To copy a Correspondence Template:

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

To delete a Correspondence Template:

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