Copying Email Templates

Owned by Stonebranch (Deactivated)
Jan 30, 2024
2 min read

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

Step 1

From the Agents & Connections navigation pane, select System > Email Templates to display the Email Templates list.

Step 2

Locate the Email Template(s) you want to copy (see Filtering).

Step 3

Copy the Email Template(s):
 
Copy One Email Template

  1. Right-click the Email Template Name.
  2. On the Action menu, select Copy. A Copy Email Template pop-up dialog displays.

3. Enter a new name for the Email Template and, optionally, select any Business Services that you want the Email Template assigned to.
4. Click Submit to create a copy of the Email Template.

 
Copy Multiple Email Templates

  1. Ctrl-Click the Email Templates you want to copy.
  2. Right-click any of the selected Email Templates.
  3. On the Action menu, select Copy.
  4. On the Confirmation pop-up that displays, click OK. The copied Email Templates are added to the list, with - Copy added as a suffix to the Email Template Name for each Email Template. If an Email Template with that - Copy name already exists, another copy is not created.

Copying an Email Template from the Email Template Details

Step 1

Select an Email Template from the Email Template list. The Email Template Details for that Email Template displays.

Step 2

Either:

  • Click the Copy button.
  • Right-click the Details to display the Action menu, and then click Copy.

A Copy Email Template pop-up dialog displays.
 

Step 3

Enter a new name for the Email Template and, optionally, select any Business Services that you want the Email Template assigned to.

Step 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.