Enabling the Message Template

The Manage message templates for email correspondence and reminders permission is required.

The message template must have an Inactive or Draft status.

Configuration > [Onboarding (Transitions)] Administration > Message Templates

1. Open the message template.
2. Click Activate.

The message template status is Active. It can be configured into a task by the system administrator, or into a notification before and after a task, or sent ad-hoc as correspondence from Onboarding (Transitions).