Deleting older or unused templates

6 views August 30, 2017 May 31, 2018 0

As a best practice, we recommend checking if the template has been shared.  Here’s how:

Navigate to the PoliteMail tab from Outlook.  Select the Content drop-down menu, and choose Templates.

template

If the template you want to delete has the two-way arrow, it has been shared.

ArticleSharedTemplateIcon

 

 

To delete a template:

Navigate to the PoliteMail tab from Outlook.  Select the Content drop-down menu, and choose Templates.

template

Select Template that will be deleted.
Note: you may need to change the user drop down to “All Users” if the template was created by someone other than yourself. This may require Admin privileges.

Click the box in the first column to Select the Template
ArtDeleteTemplate

In the menu bar click on the X to the right of the Actions drop down menu

You will be asked to confirm the template deletion, click OK

Note: Deleted templates will not affect messages that have already been sent.

Sending PoliteMail

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