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Add/Update Template

Stepwise Guide to Add Template​

Log in to the software entering your username and password.

  1. In the left sidebar menu, go to ‘Communication > Template > Add New’.

  2. A page will open where you can select the Is Active and Name for the user entry, fill template name and content field.

  3. Click on 'Save' button.

  4. A confirmation modal would appear on successful submission.

Stepwise Guide to Update Template​

Log in to the software entering your username and password.

  1. In the left sidebar menu, go to ‘Communication > Template > View List’.

  2. A page will open, on the right side hover over the arrow icon, then hover on communication and click on Edit.

  3. A page will open where you can select the Is Active and Name for the user entry, fill template name and content field.

  4. Click on 'Save' button.

  5. A confirmation modal would appear on successful submission.