How to preview an Email Template

 

In order to preview an email template, you should follow these steps:

  1. Go to Quality Process Designer > Designer.
  2. Go to Workflows.
  3. Select the workflow you wish to preview an email template for.

 

On the Workflow Details Page:

  1. Click on the Workflow Config tab.
  2. Click on the Email Config tab.
  3. Click on the field where you wish to include the Template.
  4. Select the Email Template you wish to preview.
  5. Click on the icon on the left-hand side (this can be the up/down arrow, the equal sign, the clock icon, or the envelope icon).
  6. In the modal pop-over, you can preview the email template.
  7. Click on Cancel to return to the main screen.

 

  Relevant for: Administrators / Managers 

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