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Access the Alert Templates screen

Only Advanced Alert Managers and administrators can access the Alert Templates screen.
  1. In the navigation bar, click
    Alerts
    >
    Alert Templates
    .
The following columns are displayed in the list:
  • Checkbox
    : Displays a check box beside the alert templates that can be duplicated or deleted. System templates, such as the [New Alert Template] and the Incoming Connect Alert, cannot be duplicated or deleted, so no check boxes appear beside their names.
  • Alert Template Name
    : Displays the alert template names, sorted alphabetically.
  • Folder
    : Displays the name of the alert folder that contains the alert template.
  • Updated On
    : Displays the date and time the alert template was last updated on.
  • Next Occurrence
    : Displays the next scheduled date/time for an alert related to a recurring alert template.
You can click the column headers to sort the list.
On the
Alert Templates
screen, click
New
to create a new template. If a template has a check box beside its name, you can select it and use the
More Actions
list to duplicate, delete, or export it as needed.