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Manage Notification Templates
Related Tasks

Articles in this section

Opening a notification template
Adding placeholder text to a notification template
Sorting notification templates
Creating a notification template
Editing a notification template
Copying a notification template
Retiring a notification template
Adding attachments to an onboarding notification template
Adding available data inserts to a notification template
Deleting attachments from an onboarding template

Opening a notification template

October 13, 2026 14:03 Updated

Select Admin on the Dashboard.
Select the Manage Notification Templates link.
Select the appropriate Template Name link.

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