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Activate/Inactivate email template

In eTMF, once an email template is created, by default, it is active. If needed, you can inactivate an email template if you currently do not need it for workflow, task alert, or query reminder configuration however, you suspect that in the future, it might become useful again.

To activate or inactivate an email template
  1. In the eTMF application header, select the ADMIN tab.

  2. On the page that opens, in the left pane, select Email Template.

  3. On the Email Template page that appears, next to the needed format, select either of the following to activate or inactivate an email template.

    Activating/Inactivating template
    Figure 1. Activating/Inactivating template

    • Activate activate_icon.png: select this icon to activate an inactive email template. The active email template can then be used by workflows to send task and query reminders.

    • Inactivate inactivate_icon.png: select this icon to inactivate an active email template. In the Reason dialog that appears, enter a reason for inactivating the email template and select save_button_red.png to save your changes.

      Providing inactivation reason
      Figure 2. Providing inactivation reason

Based on the action, the email template is either activated or inactivated.