Maintaining email templates

You can maintain email templates for certain types of emails in the Edit Email Template window.

 Opening the Edit Email Template window

To open the Edit Email Template window:

  1. Open the Send Email window. See Sending emails or SMS messages to multiple community members from a grid.
  2. Click  next to the Select Template field.
    The Edit Email Template window is displayed.

Edit Email Template window key fields and buttons





Name of the template. Select a template to edit.
Note: Save any changes you have made by clicking before you select another template to edit.


Description of the email template.

Message Type

Message type of the template. Either HTML or Plain text.

Message Subject

Subject line of the email template.

Template is Private

Select to indicate that the template is a private template for the selected user.


Select the document classification of the email template.


Owner of the email template.


Type and format the signature. The editor has three views:

  • Design view, which lets you use text formatting similar to Microsoft Word.
  • HTML view, which lets you see the HTML-tagged text.
  • Preview view, which shows you how the signature appears on emails.




Create a new template.

Delete this template.

Load an HTML file into the template body.

Save the changes you have made to this template.

Close the Edit Email Template window.