Creating Templates

Go to the Templates page to see how to get here.

A template needs to be created BEFORE an action.

Use the chevrons (< and >) to see all tabs of the tab-bar.

đź“Ś

You’re on the Manage TSM page.

You’re in the Template tab.

  1. Click the Add button in the tool bar.

    1. The editor will open.

  2. Name the template.

  3. Enter a Subject.

  4. Design your template.

  5. Click DATA to insert data objects.

  6. Click the Save button in the tool bar.

The template has been created.