View templates and reference documents

View templates and reference documents

If your role permits, follow these steps to view the lists of templates and reference documents.

To view the list of templates and documents

  1. In the upper-right corner, select your name > Settings.

  2. On the Templates tab, select the template category you want to view: 

    • Email templates (displayed by default).

    • Assessments.

    • Documents.

  3. To view a specific email or assessment template, find it in the list and select its Edit button. See Edit an email template and Edit an assessment

  4. To view a specific document, locate it in the list (it may be in a folder) and select its Download button. See Manage documents

 

Last updated: December 02, 2021
© 2021 SH Inc. All rights reserved.

Articles in this section

Was this article helpful?
0 out of 0 found this helpful