Update Templates

Video Tutorial

Overview

Update Templates allow a predefined Case Update to be applied to a Case. This can be used for standardised email responses, Case status changes, and Comments.

The areas where Update Templates can be applied include:

Update Templates are created by selecting the Update Template icon from the versa Spinner - Templates & Scheduling tab.

This will display the Update Templates screen where templates can be created or edited.

An Update Template can be applied to a Case, Problem, RFC, and Task Update by clicking the Template icon () in the toolbar of the Update screen.