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Advice and answers from the Navigate Cloud Team
Templates Details

Name - This is a type filed that will determine the name of the email template.

 

Email Template group - This is a drop down and will display available groups for the email to be associated to.

 

Email Template Ref - This type field will be auto populated with a sequence of numbers as a ref but it can be changed by typing in numbers and letters.

 

Description - This field can be populated with details describing the template so users who will be using them can tell templates apart other then name and ref.

 

Version - This is a locked field and will display a number correlating to how many version of that template there has been.

 

Template Type - This is drop down of all of the objects an email template can be configured for. Whichever object is chosen the template will be available to.

 

Effective Date - This is a date field, the date chosen will determine when the template is available and active.

 

End Date - This is another date field which determines when the template will no longer be available and will end date it.

 

Email Template Order - This field is locked.

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