Correspondence Template System Options Child Form

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Correspondence Template System Options Child Form

When certain system actions are performed, you can decide which template is used to send a correspondence. The Correspondence Template System System Options Child Form is where you designate which template is used as the default when those actions are performed. When you expand this child form, you are able to see that many baseline templates are already assigned as default templates.

You are also able to see if any templates are currently missing or invalid. This often occurs when a template has been inadvertently deleted, for example. In the event this occurs, or that you want to assign a new template as a default template (such as one you have created) in place as a default template, you must obtain the GUID key for the new template you want to use to do so. The GUID key is obtained on the Correspondence Template Keys child form and then copied into the current settings field of system action you want to use the template with.

To navigate to the current settings field:

1. Choose the system action that you want to update a default template for on the Correspondence Template System Options child form.
2. Obtain the GUID key from the Correspondence Template Keys child form (see section below) by highlighting the key and right-clicking COPY or pressing <CTRL>-C.
3. Click the green GoTo arrow next to the system action where you want to apply the default template on the Correspondence Template System Options child form.
4. In the current setting field, right-click PASTE or press <CTRL>-V to paste the new default template's GUID key.
5. Click Save. This is now the default template for the system action you selected.