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Workspace message templates

About message templates

Each workspace has its message templates, and there are no limitations as to how many message templates a workspace can have.

Create a message template

As a user with access to the Template module, you can create new message templates that will be available to all users with access to the workspace.

To create a message template:

  1. Go to the Templates module > Messages templates tab.
  2. Click + Create template and enter the message template details in the window that appears.
  3. Click Confirm to finalize the process.

Edit a message template

You can edit message templates from the message template list view. 

To edit an existing message template:

  1. Go to the Templates module > Messages templates tab.
  2. Click the three dots menu to the right of the message template you want to edit > Edit.
  3. Edit the template details (type, name, subject, or message).
  4. Confirm.

Delete a message template

Deleting message templates can also be done from the message template list.

To delete a message template:

  1. Go to the Templates module > Messages templates tab.
  2. Click the three dots menu to the right of the message template you want to delete > Delete.
  3. Confirm your choice by clicking Delete.

 Learn more about private message templates.

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