Pro! User Guide
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Cloning a project email template
 
To clone a project email template:
 
1. In the Workflow menu, click Project Management > Project Email Template List:
 
:
 
2. The Project Email Template List screen will appear (see figure below):
 
 
3. Click a Template ID (highlighted in red, above) to open a Project Email Template:
 
 
4. Modify the name of the Email Template Name (this step is required).
 
5. Change at least one field in the current project email template (this step is required).
 
6. Click the Copy Email Template button (highlighted in red, above). If you didn't follow Step 5, above, a message will appear (shown above), warning you to change at least one field. Click the OK button.
 
7. Click the Save button to save the new project email template.