Creating Standard Template |
  
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Creating Standard Template |
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To create a standard template, perform the following:
1.On the application home page, in the left pane, click Master Standard Template. The Standard Template workbench appears on the right pane like the one shown below:
2.In the right pane, click Add (
) icon in the menu bar. The Standard Template creation page appears.
3.Enter Template Name.
4.In To, enter the recipient email ID.
5.in CC, enter the email ID to be kept in copy.
6.Enter email body content.
7.Enter Remarks, if any.
8.In Attachments, click Select files to upload files for reference, if any.
9.In the menu bar, click Save (
) icon to save the standard template. A pop-up window appears.
10.Click OK.