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Tebra Help Center

Duplicate Message Template

Updated: 12/22/2023|Views: 2702

Duplicate a message template to copy and modify it to meet your needs without having to create a new template from scratch.

Access Message Center

  1. Click the envelope icon. The messaging summary window opens.
  2. Click See All Messages. The Message Center opens.
Platform_Messages_Access.png

Duplicate Message Template

  1. Click Message Templates. A list of current Message Templates opens.
  2. Click the Edit drop-down arrow and select Duplicate. The New Message Template page opens.
Platform_MessageTemplate_Duplicate.png
  1. The Template Name includes "Copy of" to indicate the template is a duplicate. Edit the name of the template, as necessary.
  2. Edit the Subject Line and Body, as necessary.
  3. Click Save when finished. A green confirmation message displays and the new template displays in the Message Templates list.
Platform_MessageTemplate_DuplicateSave.png
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