I can't find the communication template I've created

Modified on Tue, 06 Mar 2018 at 02:20 PM

This could be for several reasons - if you are trying to search for a Communication Template within your Communication Template Management screen, it could be that you have selected the incorrect ‘Organisation’, ‘Document Type’ or ‘View’;



Make sure you are selecting the correct filters when searching for your template.


You may also be unable to find the template as it was created under the wrong Organisation or Document Type – you would need to manually search for the template as there is unfortunately, no search functionality within the system.

Commonly, Communication Templates are created within an Organisation being specified – it may be worth you searching under ‘All Organisations’ – if you haven’t specified an Organisation, it will sit here;


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