Edit a Template

CORESense provides a list of standard templates that can be used for basic communication throughout the system. The template list is located under the Search box. Click on any of the template names and you can begin to edit its content in the template form. All standard templates need to be reviewed so that you can enter your company information into the default <COMPANY> tag. If you need a template not listed as a standard, you can create a new template .

Edit an Existing Template

Follow the steps below to edit an existing template.

Step	Action
1	Search or locate the desired template from the template list and click on its name.
2	The content and address information for the template populates in the template form to the right.
3	Make any edits to the Address and Body as needed. Use any tags from the Tag list to the right. Select a tag in the list and click on the Append to Subject or Body button to add the tag to the subject line or body of the form.
4	If you want to have the template generated from a different location in the system, select the new location from the Location drop-down list.
5	Select Update and then Preview the template and make any necessary changes.