Delete an email template from a business unit
if you no longer require an email template, you can remove that template by following these steps:
- Open the Kofax AP Agility Work Queue as an Administrator.
-
On the menu, select
.
The Organizations are displayed.
-
Select an organization from the list by clicking on its
Organization Name.
The organization details for the selected organization are displayed.
-
Click on the
Business Units tab.
The Organization - Business Unit tab is displayed.
-
Click on the
Business Unit Name link where you are setting up an approval hierarchy.
The Business Unit: New or Edit window is displayed.
-
Click
Email Templates.
The Email Templates window is displayed with a list of email templates in the table at the top of the window.
-
Select the email template that you are deleting from the table.
The selected email template is loaded into the editable fields and the Delete button is enabled.
-
Click
Delete.
You are prompted to confirm the deletion.
-
Click
Yes.
The email template is removed and a successful removal message is displayed.
- Optionally, delete another email template, add a new email template, or edit an existing email template.
-
Click
Close.
The Business Unit: New or Edit window is displayed.