03 March 2025

Template Management

The Template Management module enables you to create and edit templates that will be used to send correspondence to learners or staff members.

To open the Template Management screen, click the Template Management button on the System ribbon.

You must have the Manage Templates role to use this functionality.

Template Management button

When you select a template, the Template Management screen is displayed in the main body of the screen and can be configured to show specific information using merge fields.

Template Management screen

When you have accessed the Template Management module, you can: