Creating Reminder "Templates"
- When you're ready, go ahead and select "Templates" from the menu bar
- First, start by choosing the section where you want the template to go
- Next, click on the "New Template" button and choose the type of template you want to create
- Please enter the name of the template
- Next, select the delivery method
- Finally, click on "Create Template"
Each template can be managed individually from the "Actions" column
Congratulations! You have just created your first "Template"
It is not possible to delete a template that is currently in use until it has been removed from the workflows section.