IQ users who have been granted access to Security Lock #214 can use the Change Print and Email Formats action to mass update the contents of the email and/or print formats for selected form letters. This action automatically excludes old style form letters (i.e. those without any content) and eNewsletters as well as those form letters which cannot be changed based on record security.
The Change Print and Email Formats action allows users with the appropriate security to:
Select what to change (print format, e-mail format, or both)
Exclude records based on their current e-mail and/or print format
Select the format to use for the mass updating
Preview both the e-mail and print view of the form letter
To update email and/or print formats for one or more form letters:
Search for the form letters you want to update using a Quick or Advanced search.
When the form letters appear on the Search Results page, select the check box next to each form letter you want to update.
Select the Change Print and Email Formats action. IQ displays the Mass Change Print and E-mail Formats of Form Letters dialog with a count of the number of letters which can be updated.
The Change field defaults to Both E-mail Format and Print Format. Click in this field and select E-mail Format Only or Print Format Only if you only want to update the email or print format.
Select the checkboxes in the Exclusions list for any formats, such as custom formats, you want to exclude from the mass update. Note: Custom formats are displayed in red text.
A list of available formats appear in the Select Format pane on the left. Click the format name to view it on the right. Click the E-mail view or Printed view radio button to display the contents of the email format or print format for the selected format.
Click the Submit button to update the format. When completed, IQ displays a message dialog with the number of form letters that were updated.
Click OK to close the message dialog and clear the selected form letters.