Copying Email Templates
Overview
You can make copies of all Universal Controller records, including Email Templates, using the standard method for Copying a Record: selecting Insert on the Action menu.
However, you also can use the Copy action on the Email Templates Action menu or the Copy button in the Email Templates Details.
Copying One or More Email Templates from an Email Templates List
StepĀ 1 | From the Agents & Connections navigation pane, select System > Email Templates to display the Email Templates list. |
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StepĀ 2 | Locate the Email Template(s) you want to copy (see Filtering). |
StepĀ 3 | Copy the Email Template(s):
3. Enter a new name for the Email Template and, optionally, select any Business ServicesĀ that you want the Email Template assigned to. Ā
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Copying an Email Template from the Email Template Details
StepĀ 1 | Select an Email Template from the Email Template list. The Email Template Details for that Email Template displays. |
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StepĀ 2 | Either:
A Copy Email Template pop-up dialog displays. |
StepĀ 3 | Enter a new name for the Email Template and, optionally, select any Business Services that you want the Email Template assigned to. |
StepĀ 4 | Click Submit to create a copy of the Email Template. |
Copy Permissions
To copy an Email Template, you must have both Read permission and Copy command permission for the Email Template you are copying, in addition to having Create permission for the copied Email Template.