Testing the new template for emails sent with IDM

Note: Only Microsoft Word files can be used as templates. Using a file type other than Microsoft Word results in an error.
  1. Select a test document in Document Management.
  2. In the action menu in the Document Detail view, select Send in Email.
  3. Fill in the fields. In the To field, specify an email address that you have access to so that you can verify the results.
  4. Click Submit.
  5. Check the recipient’s in-box. It may take a few moments for the email to arrive.
  6. Verify that the email body is using the new template.