Delete email template
Maintaining email templates facilitates user interaction with EDC for workflow setting, as instead of setting up the email configurations each time you create a workflow, you configure versatile email templates for different scenarios. Then, when configuring various workflow stages, you can select one of the preconfigured templates.
During your clinical trial, some of the previously added email templates can become irrelevant to your changing business needs. In such a scenario, you can delete the no longer needed template from the system to keep the list up-to-date.
Important
Only inactivated templates can be deleted.
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In the EDC application header, select the STUDY INFO tab.
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On the page that opens, from the left pane, select Workflow > Email Template.
Figure 1. Accessing email template list
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In the Email Template list that appears, locate the template that you want to delete. Then from the Actions column, select Delete
.
Figure 2. Deleting email template
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In the Reason dialog that appears, provide the reason for template deletion and select
.
Figure 3. Providing template deletion reason
Once saved, the email template is deleted from the system.