Publish communication templates

Communication templates must be published before they can be used to create communications.

Note If you have not set up a workflow template for the communication template, the default workflow template is used. See Communication workflows for more information.

To publish a communication template:

1. Navigate to the Best Practice Library for the Organization, business unit or project/dept, or the Contract Configuration page.

2. Select the Communication Templates tab.

   The Communication Templates page is displayed.

3. Click the drop-down arrow for the template you want to publish, and select Edit Details from the menu.

   The Edit Communication Template page is displayed.

4. Click Save as Published.

   A confirmation message is displayed. Click OK if you are sure you want to publish the communication template.

Alternatively:

5. Navigate to the Best Practice Library for the Organization, business unit or project/dept, or the Contract Configuration page.

6. Select the Communication Templates tab.

   The Communication Templates page is displayed.

7. Click the drop-down arrow for the communication template you want to publish, and select Publish from the menu.

   A confirmation message is displayed. Click OK if you are sure you want to publish the communication template.