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      How do I manage email template in engine?

      How do I view email template in engine?

      1.
      Login to your account using your current username and password.

      2.
      Click on the Asset / Lease Management Tab.
      3.
      Hover on Claim Management and click on the Engine Tab.
      4.
      Hover on CONTROLS button and click on the Email Template. It will open in a new window.
      5.
      Select Client.

      How do I add email template in engine?

      1.
      Login to your account using your current username and password.

      2.
      Click on the Asset / Lease Management Tab.
      3.
      Hover on Claim Management and click on the Engine Tab.
      4.
      Hover on CONTROLS button and click on the Email Template. It will open in a new window.
      5.
      Select Client.
      6.
      Click on ADD button.
      7.
      Fill the required details.
      8.
      Click on SAVE button.
      9.
      It will open a Popup message. Click on OK.

      How do I edit email template in engine?

      1.
      Login to your account using your current username and password.

      2.
      Click on the Asset / Lease Management Tab.
      3.
      Hover on Claim Management and click on the Engine Tab.
      4.
      Hover on CONTROLS button and click on the Email Template. It will open in a new window.
      5.
      Select Client.
      6.
      Click the asset from the grid, to be edited.
      7.
      Click on EDIT button.
      8.
      Fill the required details.
      9.
      Click on SAVE button.
      10.
      It will open a Popup message. Click on OK.

      How do I delete email template in engine?

      1.
      Login to your account using your current username and password.

      2.
      Click on the Asset / Lease Management Tab.
      3.
      Hover on Claim Management and click on the Engine Tab.
      4.
      Hover on CONTROLS button and click on the Email Template. It will open in a new window.
      5.
      Select Client.
      6.
      Click the asset from the grid, to be deleted.
      7.
      Click on DELETE button.
      8.
      It will open a Popup message. Click on OK.
      9.
      Another Popup message will be open. Click on OK.

      How do I view audit trail of email template?

      1.
      Login to your account using your current username and password.

      2.
      Click on the Asset / Lease Management Tab.
      3.
      Hover on Claim Management and click on the Engine Tab.
      4.
      Hover on CONTROLS button and click on the Email Template. It will open in a new window.
      5.
      Select Client.
      6.
      Click on AUDIT TRAIL button. It will open Audit Trail page in a new window.
      7.
      Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc.
      8.
      Click on FILTER button to filter Audit Trail report. It will show filtered data into grid.

      How do I export audit trail of email template?

      1.
      Login to your account using your current username and password.

      2.
      Click on the Asset / Lease Management Tab.
      3.
      Hover on Claim Management and click on the Engine Tab.
      4.
      Hover on CONTROLS button and click on the Email Template. It will open in a new window.
      5.
      Select Client.
      6.
      Click on AUDIT TRAIL button. It will open Audit Trail page in a new window.
      7.
      Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc.
      8.
      Click on EXPORT button.
      9.
      It will show you Popup asking whether you want to open or save file.