> For the complete documentation index, see [llms.txt](https://docs.cyberawaresecurity.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cyberawaresecurity.com/admin-portal/email-templates/editing-email-templates.md).

# Editing Email Templates

This article provides a step-by-step guide on managing email templates. Learn how to view, copy, and edit existing templates, including changing names, categories, and subjects. Discover how to preview changes, return to previous steps, and delete templates, with clear instructions on handling each action.

{% embed url="<https://vimeo.com/icsi/editing-email-templates?share=copy>" %}

**1.** To view the existing **System Templates,** click on the indicated option:

![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2FN2CAApHumsrL34vei6Lj%2FEmail_Templates_1.png?alt=media\&token=b964e7cb-546d-49ba-9b3f-681e2a6f168c)

You should get the following output:

![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2FwkyX6f68u8hqgf2TpSQv%2FEmail_Templates_2.png?alt=media\&token=34ac8d3c-67da-4241-a6a4-ae4e1b3f779f)

**2.** To view **more than 10** entries in a single page, just click on the **drop-down list:**

![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2F3aK3oYHYaeqDmznWYlho%2FEmail_Templates_3.png?alt=media\&token=be23414c-529d-4251-add2-61489c187646)

**3.** You can **filter** the templates, based on the category:

![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2FxiW3eaz7ISv0IaZTPEJT%2FEmail_Templates_4.png?alt=media\&token=5c77b8f6-bf4a-4c7b-a994-9e250054c123)

**4.** To **view** a template, click on its **eye** button. It will open the template in a new tab on the browser.

![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2FJ57P1xqkZMcAvMmcknD8%2FEmail_Templates_5.png?alt=media\&token=ed58936c-1627-4625-b024-3d76efa14fe9)

This is essentially how the targets will view these templates via email:

![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2F6Kt92WFB6nyvbgIcOvaw%2FEmail_Templates_6.png?alt=media\&token=51bb735b-73c0-4725-a152-953bad1a6144)

**5.** To **copy** a template, click on the button shown below:

![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2F6C8tvKZkYCB8SS5wFZVN%2FEmail_Templates_7.png?alt=media\&token=f52e5797-624f-47ba-ad94-e48034dc1894)

You should get the following output:

![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2FXqkkyWlbzIts4QftQtbf%2FEmail_Templates_8.png?alt=media\&token=f2c3d0d9-79c3-496c-bf2c-a874b8cc9315)

**6.** You can change the **Email Template Name** to one of your likes.

![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2Fsb7ZfNbQ7IOGGgd0ZxWG%2FEmail_Templates_9.png?alt=media\&token=1dc38657-3304-4f7d-ae05-dd27b80e0b42)

**7.** Additionally, you can set a different **category** for that template.

![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2FSTIWh3RYdQqhFY2ftpxo%2FEmail_Templates_10.png?alt=media\&token=46f0cbe2-eb77-463c-82c1-9a1d2c8f130e)

**8.** Click on **NEXT STEP** to proceed to the **Template** phase:

![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2FsK8HlSo5P4oIIC1MLnAv%2FEmail_Templates_11.png?alt=media\&token=52cfdf42-14f4-41a4-91aa-75a9785dbeee)

**9.** On the new prompt, you can edit the template as you wish. For example, you could change the **Email Subject:**

![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2FnQS22NSLz5HfrvWbV5BX%2FEmail_Templates_12.png?alt=media\&token=ff00a6f2-5696-45c9-b2f2-9d0ca7033bd1)

**10.** If you want to return to the **General Information** phase, there is a **PREVIOUS** button found at the bottom of the page.

![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2Frs5X5EscirtwUGccXUSd%2FEmail_Templates_13.png?alt=media\&token=28291101-60c4-4518-9f0c-33d6b72cd3e1)

Please note that in doing so, the Email Subject will be **erased,** and you will have to enter it again.

**11.** We can also view a **Preview** of the template on the right-hand side.

![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2Fx5K2qkDfHQUsm3zRl8jw%2FEmail_Templates_14.png?alt=media\&token=58cacc50-8a47-4bba-aad4-e56c32ef01c3)

The rest of the details will be explained in the following steps, where we will be **creating** a new email template (**since the process is the same**).

**12.** You can **edit** an existing email template. To do that, click on the **pencil** symbol:

![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2FFHLvAsxfl2cZcALTowY9%2FEmail_Templates_36.png?alt=media\&token=2e62fa69-df06-4777-bc30-5d3097c218fd)

![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2FHOSAisk4NIRtVLEDSpo1%2FEmail_Templates_37.png?alt=media\&token=5e54e73d-016b-408d-8f1e-c731fff41278)

**13.** Click on **Go Back** to return to the default page:

![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2FdU4Z1Z7GaKpIcD9ILJzh%2FEmail_Templates_38.png?alt=media\&token=2306eadb-c877-49ba-bf62-8eca355edfdf)

**14.** Finally, to **delete** a page you have created, just click on the **trash can** button:

![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2FWrwTsWQ8KouJFvOTfiak%2FEmail_Templates_39.png?alt=media\&token=f28739eb-8c31-4e2c-bff6-5a5c4f311c4f)

**15.** You should receive a message, essentially asking you to confirm your action. Click **Delete** or **Cancel** accordingly.

<div align="left"><img src="https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2FViNbqnunWRzmYbCXRZQa%2FEmail_Templates_40.png?alt=media&amp;token=ffdcf38b-3e6a-4e56-a274-6536460cb5cb" alt=""></div>

**16** If you’ve selected **Delete,** you will then be prompted with a confirmation. Click **OK** to resume.

<div align="left"><img src="https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2FHFqwQsc0HuINiJMCYKpx%2FEmail_Templates_41.png?alt=media&amp;token=4df111ef-c1c4-4b69-bcf2-29ada55b2456" alt=""></div>