Create and manage your templates as described in the following sections:
What is a Template?
Templates are a way of saving a preset format for a document or file that the format does not have to be recreated each time it is used. Typical use cases for a templates would be emails, alerts, or generated documents.
Create a Template
To Create a Template:
- Open settings from the User menu.
- Select
Templates
from the
UX dropdown menu.
- Click + Add New in the top header of the Queues list view to add a new Queue.
- Fill out the required fields and hit Save.
Configure a Template
- Create a new Template
- Update the following settings
| Setting | Description |
| Name | The name of the template to be displayed in lists |
| Source | The source of the template. Can be Text, Document, or Webpage |
| Description | Description of the templates use case |
| Active | Template active or inactive status |
| Types | Types of template. Can be Email, SMS, Document Generation, or Phone Call |
| Body | If type is text, the body of the text template |
| Sender | If type is text, the template sender |
| File | If type is file, the file to be the uploaded as the document template |
| Page ID | If type is webpage, the page identifier for the webpage tempalte |
View the Template Configuration
To view the queue configuration:
- Open settings from the User menu.
- Select Templates from the UX menu.
- Select the queue in the list that you want to view.
- Click the queue name or ID to be taken to the detail view.
Delete a Template
To delete a Template:
- Open settings from the User menu.
- Select Templates from the UX menu.
- Search for the Queue in the list that you want to delete.
- Click the delete button. To see the delete button, you must have Delete options on the objects in one of the permission sets assigned to your user role.
This is where we will put a helpful tip.
