Edit an Email Template

This page contains instructions on how to edit an existing email template in Paradigm.

Overview

Email Templates saved in your system can be edited to meet your business or institution's requirements. Refer to the instructions in this workflow.

Workflow

  1. Search for the Email Template that you want to edit, see Search an Email Template for the instructions.

  2. Once the Email Template is in Edit Mode, edit the contents of the email body or the fields as necessary. Refer to the Create a New Email Template workflow for the description of each field and the Available Merge Fields you can use within your email body.

  3. After editing and updating the required fields, click the SAVE DATA RESOURCE button or the SAVE DATA RESOURCE AS NEW REVISION as required.

Video Tutorial

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