Skip to main content
Version: 0.13.0

Managing templates

You can create templates for Shared Mailboxes, Room Mailboxes, Equipment Mailboxes and Distribution Lists. Some features vary depending on the resource type but the following management operations apply to all templates.

Create and modify a Template

You can use the Create a Template button to create a new template.

After creating a new template or clicking on an existing one, the Card section allows you to specify a title, description, and color for your template. You can use the language controls to translate the template text for your users depending on their configured language settings. If no language is specified for the template, it falls back to the default language.

Templates can be limited to a subset of users, for example when you want to limit a template to a specific department in your organization. You can limit the template by specifying a Security Group in the audience field. Only members of the selected Security Group will see the template in their EasyLife 365 Mail App.

Templates must be active before they can be used in the EasyLife 365 Mail App. This is configured using the Active field on this tab.

Duplicate and delete a Template

EasyLife 365 Mail provides an option to duplicate an existing template or delete an existing template by using the buttons on the card from the template overview.

warning

The deletion of a template is a permanent operation and cannot be undone. Templates contain the definition of metadata collection for your resources. Deleting a template does not delete the resources created from that template and it also does not delete the metadata collected. However, end-users will not be able to modify the metadata after the template has been deleted.

Policies

The Policies section defines which policy should be applied once a new resource is provisioned.

note

if no policy is specified, the EasyLife 365 Mail Engine will not apply a policy to the resource except if you define a default policy.