14.2 Modify E-Mail Template

This topic provides systematic instructions about the procedure to modify an E-mail template record.

To modify any E-mail template record, the record must be in an authorized state. The unauthorized record can be modified only by the user who created the record.

1. From Home screen, select Credit Facilities. Under Credit Facilities, select Maintenance.
2. Under Maintenance, select Notifications. Under Notifications, select View E-mail Template.
   The View E-Mail Template screen is displayed.

   Figure 14-2 View Email Template

   
   

   
   Description of "Figure 14-2 View Email Template"

   
   
3. Click the list view icon at the top right corner to change the table view to list view.
   The View E-Mail Template screen is displayed as shown below.

   Figure 14-3 View Email Template

   
   

   
   Description of "Figure 14-3 View Email Template"

   
   
4. Click the search icon to search the required E-mail template record.
   The search bar is displayed as shown below.

   Figure 14-4 Search - View Email Template

   
   

   
   Description of "Figure 14-4 Search - View Email Template"

   
   
5. Select the status of E-mail template record based on description in the following table.

   Table 14-2 View E-Mail Template - Search

   Field	Description
   Auth Status	Select the authorization status of the event mapping record. The available options are: Authorized Unauthorized
   Record Status	Select the Record Status of the event mapping record. The available options are: Open Closed

6. Click Search.
   The E-mail template records that match the search parameters are displayed.

7. In the View E-mail Template screen, click the refresh icon to refresh the record list.
8. Click the add icon to create new record.
9. Click on the action icon in the required record and select Unlock.
   The E-mail Template screen is displayed in edit mode.
10. Modify the required details.
11. Click Save.
    The E-mail template record will be modified upon authorization.