Templates

Templates allow users to save standardized templates or responses to be used by a specific team or across all teams.

Create a Template

1. Click on your name at the bottom-left of SEDNA.
2. Click on Manage Templates.
   
3. You can choose which team this template is available to by clicking on the dropdown menu on the upper-right hand side of the Manage Template screen.
   
4. Click on '+ Create Template' in the upper right.
   
   
   
5. Enter the template name and email body. 
6. If desired, add attachments and/or make the template available to all teams.
   Note: If the 'Available to All Teams' is not checked, the template will only be available to the team currently selected. This can be seen or changed in the upper right of the screen.
7. Once the template is complete, click Create in the lower left.
   

Use a Template

Once templates have been created, they can be used by any user within the relevant team.

1. Open the Composer by creating a new message or clicking Reply/Forward on an existing message.
2. Click on the + sign on the message body and choose Insert template.
   
3. You may receive a warning about unsaved changes made, please click OK after saving the draft.                                
4. Choose from the available templates listed on the left with a preview available to see the message body.
5. Once the desired template is selected, click "Insert Template" in the upper right-hand side to confirm.
   

   

6. As needed, edit the message then send according to standard workflow.

Edit a Template

1. Click on your name in the bottom-left of SEDNA. 
2. Click on Manage Templates. 
    
3. Locate the relevant template and click the pencil icon on the right.
   
   
4. Make any necessary edits to the template.
5. Click Save in the upper left corner.