If you need to transfer email content from one template to another in ZenContract, follow the steps below. Please note that copying and pasting the text directly may not yield the desired results. Instead, we'll use the Code View feature to ensure a smooth transfer of the email content.
-
Open the Template with the Email Content
Start by accessing the template that contains the email content you wish to transfer. Navigate to the Workflow Rules tab of the Template Builder, and scroll down to the Email Content. -
Enter Code View Mode
To work with the underlying code of the email content, select the Code View icon. This will allow you to view and manipulate the HTML code of the template. -
Highlight the Code
Within the Code View, highlight and copy all of the code. This will ensure that you capture the entire email content for transfer. -
Open the Target Template
Now, navigate to the template where you want to paste the email content and enter the Code View mode the same way as in Step 2. Highlight and delete all of the code. -
Paste the Code
Paste the copied code from Step 3. -
Exit Code View Mode
After pasting the code, you can exit the Code View mode by selecting the Code View icon once again. This will switch back to the regular editor view, where you can see the transferred email content.
Please note that the Code View mode is intended for users who are familiar with HTML coding. If you are not comfortable working with HTML code, we recommend consulting with your technical team or reaching out to our support for further assistance.