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Export email template

An email template is a reusable preconfigured entity that simplifies mailing management in the system. By preparing email templates you save time on specifying mailing details every time you need to configure a system notification for some event.

The email templates available in the CTMS library can be extracted as the PDF or CONFIG file to your computer for sharing with stakeholders or other business purposes.

To export the email template
  1. In the CTMS application header, select the LIBRARY tab.

  2. From the left pane of the page that opens, select Email Template.

    Accessing email templates
    Figure 1. Accessing email templates

  3. In the Email Template List table that appears, select the checkboxes next to the templates you want to export. Then from the workspace toolbar, select Export export_icon.png.

    Selecting option to export email template
    Figure 2. Selecting option to export email template

  4. In the downloads widget that appears, view your download progress. Select the widget to open the My Downloads dialog.

    Downloads widget for email template list
    Figure 3. Downloads widget for email template list

  5. In the My Downloads dialog that opens, you can find the following tabs:

    • Preparing: lists all the files whose export is in progress, and they are not yet ready for download. Wait until the needed file moves to the Download is Ready tab.

    • Download is Ready: lists the files whose export is complete, and they can be downloaded to your computer by selecting download_icon.png.

    Downloading extracted email template data
    Figure 4. Downloading extracted email template data

Once downloaded and saved, the email template data in the PDF format becomes available on your computer. For multiple templates, a ZIP archive is downloaded with individual PDF files for each template.