Overview

As a provider, you have the option to create or add data resources in Paradigm, e.g. email templates should the need arise. These templates can be added with dynamic data or merge fields that we made available for you to use in creating the content. This knowledge article will provide a workflow on how to search, add, and edit templates, and some template examples as well.

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title 3. How to Edit an Email Template
Status colour Yellow title 3. How to Status colour Red title edit an Email Template NOTE: You may make ad-hoc changes to an email template via the Communication Module prior to sending the email without changing the original email template (e.g. updating a semester number or year). Status colour Green title 1 , Status colour Green title 2 Choose Providers > Search Content menus on the side. Status colour Green title 3 Enter either of these search criteria (Data Resource Name or Number, Purpose, Category, or Status). Status colour Green title 4 Click the SEARCH DATA RESOURCE button. This will return a list of data resources / templates that meet your searched criteria. Status colour Green title 5 You have the option to filter the returned options more by typing a keyword of the template name that you want to edit. This will reduce the number of results to that keyword that you’ve entered. Status colour Green title 6 Click the blue hyperlink on the left side of the template that you want to edit. Info INFO: In the sample screenshot above, since the keyword “can” has been entered, the results list has been limited to the templates which has the keyword “can” on them. Status colour Green title 7 After clicking the template that you want to edit, it will open the EDIT DATA RESOURCE Form section of that template (sample template screenshot shown below). Status colour Green title 8 Edit or update the required information or fields. Refer to all the possible editable fields below (fields highlighted in RED): Status colour Green title A Purpose – You can edit the purpose of the template to (possible values): Email Template, Transition Template, Commitment Agreement, Student Review Template. Status colour Green title B Category – You can edit the category of the template to (possible values): Student, Template, Academic, General. Status colour Green title C Data Resource Name – You can edit the name here. Status colour Green title D Data – You can edit the body of the template here. Refer to the “ Status colour Red title merge fields Within Communication Templates with Descriptions” table above under the Key Terms and Conceptssection for a list of merge fields you can add in to your template. Status colour Green title E Status – You can edit the status intoto: Deleted, Revised Draft, etc. Status colour Green title F Permission Level – You can change the permission level, to whoever has the minimum required level access to access or view this template. Status colour Green title G Template Name – You can rename your template here. Status colour Green title 9 After editing and updating the required fields, click the SAVE DATA RESOURCE button or the SAVE DATA RESOURCE AS NEW REVISION as required. back to top

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_{Overview | Assumptions | Key Terms and Concepts | Implications | Workflow | Video | Related Pages | Further Reading}

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