NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm

Viewing and Publishing Email Templates

Email templates can be viewed and published by global administrators.

To view Email Templates:

  1. Go to System Admin  > Email Templates.
    The Email Templates list is displayed with a list of published templates. This is the default search page for Email Templates, with the view defaulting to Published.
  2. From the Email Templates list, you can do the following:


ActionDescription
Add
Details
  • To view details about an email template, click Details.
Delete
  • To delete the selected email template. click Delete.
Clone
  • To clone an email template, click Clone
Publish and Unpublish

When selected, the Published column indicates the email template is published.

  • To unpublish the email template, clear the Published check box.
  • To publish an unpublished email template, select the Published check box.
View Published and Unpublished Email Templates 

By default, the Status chiclet is set to Published.

To toggle the Status:

  1. Click the Status chiclet Published.
    The More dialog opens. 
  2. Select a Status: All, Published, Unpublished.
  3. Click Search.
    The Email Templates list is displayed according to your selection. Unpublished email templates are displayed in italics and bold. Published entries display as normal and have the Published column selected.
  4. You can also click the X beside Status Published.
    This action displays all email templates: published and unpublished.
  5. To reset the view back to Published, click Reset.

NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm