Template Settings

The windows of creating and editing of templates are the same, except the possibility of deletion in the latter one. They have three tabs:

Edit

This tab is intended for creating and editing a template:

• Title — name of the template.
• Keywords — the list of keywords separated by commas or spaces. The keywords are necessary for templates searching via the filter.
• Parameters — additional parameters of a template are specified in this field. Those parameters are not common for all modules as the topic and the template body are. One can see the additional parameters when creating a template on the basis of the current mail, task, document, request, etc.
• Topic — depending on the module a template is created for, the topic is used a subject of an email, a name of a document, task, etc.
• Template body — the lower part of the window is intended for writing text of the template using the message editor.

View

At the "View" tab one can see the information about the template:

• Title — name of the template.
• Author — name of the employee that created the template.
• Keywords — the list of keywords separated by commas or spaces. Keywords are intended for templates searching through the filter.
• Parameters — additional parameters of the template.
• Creation date — date of template creation.
• Modification date — date of last modification of the template.
• Topic — topic of the template.

Text of the template is displayed in the lower part of the window.

Permissions

This tab is intended for setting up the access rights of the other users to the template:

• View — this permission allows the indicated users/groups to use the template and view the information about it at the "View" tab.
• Edit — this permission allows to change the settings and to delete the template.

You can assign or take away the access rights by pressing the Add or buttons, respectively. The window of assigning users appears, as soon as you press the "Add" button. The instructions of how to use it are given in the "List of Assigned" section. To remove all the users from the list of already assigned ones, you should press the button. If you need to remove a certain user from the list, then press the button located to the right of each user in the list of assigned users.