Create a template from a message

Classic method

The Create Template action can be accessed in the Templates area. Clicking on this action opens the dialog box shown below.

To create a template, in addition to a message—which can be added with the link Add Message—you will need a unique ID (to simplify locating the template later) and a name. A comment can also be included.

To add a message to a template, follow exactly the same steps that were used to create a message.

Creating a template from an existing message

Selecting a message in the Messages area makes the action Create Template available.

Clicking on this action opens a dialog box for creating a template. With this method, the Message field is filled in with data from the selected message.

Next, select a template folder where the template will be stored.

Drag and drop to create a template from an existing message

An existing message from the message list of a message group can be moved to a template folder in the Navigation pane by dragging and dropping.

This action opens the Create Template dialog box with the message already filled in. To generate the template, all you have to do is give it a name.