Using a copy of a template to create a new template

You can copy a template, save it with a new name, and edit it. This creates a new template and preserves the original. This is useful for email templates that are overall similar but have slight differences.

  1. Log in as CMsetup administrator.
  2. Select Administration > Case Management Admin.
  3. Click Email Channels.
  4. Click Email Templates.
  5. Select the template that you want to copy.
  6. Click Copy. The original is saved, and the copy is ready to edit.
  7. Edit the template, then click Add.