move templates Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Thu, 12 Oct 2023 08:38:15 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico move templates Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Move Templates to another Folder https://www.insuredmine.com/knowledge-base/move-templates-to-another-folder/ Fri, 13 Jan 2023 07:15:06 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5387 In this article, you will learn: Creating a new folder Move templates Share Templates Organize templates for easier reference and access. Now templates can be moved from the default Insuredmine folder to other folders and shared with other agents or admins. Creating a new folder 1. Click on Add folder in the left panel of Email templates […]

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In this article, you will learn:

Organize templates for easier reference and access. Now templates can be moved from the default Insuredmine folder to other folders and shared with other agents or admins.

Creating a new folder

1. Click on Add folder in the left panel of Email templates under the engagement module as shown below:

2. An Add folder window transcends from the right side, type the folder name and click save.

Move templates

1. Click on the action button (…) for the template you wish to move to another folder as seen below.

2. Select Move from the list that appears


3. Choose the destination folder name by clicking the checkbox.

Share Templates

1. Click on the 3 dots (…) action button and select Share for the particular template.

2. Mark the agents or CSRs names for sharing templates and click Share as shown:

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