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:

  1. Open the Kofax AP Agility Work Queue as an Administrator.
  2. On the Settings menu, click Organizations.

    The Organizations are displayed.

  3. Select an organization from the list by clicking on its Organization Name.

    The organization details for the selected organization are displayed.

  4. Click on the Business Units tab.

    The Organization - Business Unit tab is displayed.

  5. Click on the Business Unit Name link where you are setting up an approval hierarchy.

    The Business Unit: New or Edit window is displayed.

  6. Click Email Templates.

    The Email Templates window is displayed with a list of email templates in the table at the top of the window.

  7. 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.

  8. Edit the fields as needed and then click Update.

    The email template is updated and a message id displayed indicating a successful update.

  9. Optionally, edit another email template, add a new email template, or delete an email template.
  10. Click Close.

    The Business Unit: New or Edit window is displayed.