Edit an email template for a business unit
If you need to change a recipient or the content of an email, you can edit an email template by following these steps:
- Open the Kofax AP Agility Work Queue as an Administrator.
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On the
Settings menu, click
Organizations.
The Organizations are displayed.
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Select an organization from the list by clicking on its
Organization Name.
The organization details for the selected organization are displayed.
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Click on the
Business Units tab.
The Organization - Business Unit tab is displayed.
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Click on the
Business Unit Name link where you are setting up an approval hierarchy.
The Business Unit: New or Edit window is displayed.
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Click
Email Templates.
The Email Templates window is displayed with a list of email templates in the table at the top of the window.
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Select the email template that you are editing from the table.
The selected email template is loaded into the editable fields and the Update button is enabled.
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Edit the fields as needed and then click
Update.
The email template is updated and a message id displayed indicating a successful update.
- Optionally, edit another email template, add a new email template, or delete an email template.
-
Click
Close.
The Business Unit: New or Edit window is displayed.