Overview

Use the Templates page to review available business templates and access the e-mail template controls for Offers, Orders, and purchase orders. Use this page when you need to identify a template by its name, uploaded file name, or upload date, or when you need to work with an Offer, Order, or PO e-mail template.

Before you start

You must be signed in to access the Templates page.

Steps

In the navigation pane, select Configurations > Templates.
Review the template list. Use the Template, Uploaded file name, and Uploaded on columns to identify the required template.
Select the applicable e-mail template control:
- Select Offer E-mail Template for an Offer e-mail template.
- Select Order E-mail Template for an Order e-mail template.
- Select PO E-mail Template for a purchase order e-mail template.

Tips & cautions

Tip: Use Uploaded file name together with Uploaded on to distinguish between template uploads with similar template names.

Note: The available e-mail template controls are Offer E-mail Template, Order E-mail Template, and PO E-mail Template.

Troubleshooting

The Templates page is unavailable → You are not signed in → Sign in, then navigate to Configurations > Templates.
You cannot identify the required template → Similar template names or uploads are listed → Compare the Uploaded file name and Uploaded on values.

Result

You have located the required template and selected the relevant e-mail template control.