Overview

If you have created a template but cannot find it, there could be multiple reasons, such as incorrect settings, missing permissions, or template-specific configurations. This article outlines the common reasons why a template may not be visible and how to troubleshoot the issue.

Possible Reasons for Templates Not Being Visible

Did you assign the template to yourself?

• You have to select your name in the drop-down list so that you can access the template.

What type of template did you create?

There are a few questions you have to ask yourself before creating a template.

Whom am I going to send this to?

1. If you are going to send communication to Lead, then select Leads from the Template Applicable from drop-down.

2. If you are going to send communication to Applications, then select Applications from the Template Applicable for drop down.

3. If you are going to send communication to Raw data, then select Raw data from the Template Applicable for drop down.

Did you create a Form Specific Template, and it was not visible to you?

When you create a Form specific template, the following steps need to be followed.

1. Navigate to Application Manager > Manage Applications from the left side navigation panel.

2. Click on and Select the Form name from the available list.

3. Now select the applicants for whom you want to send out communication and the template which is specific for this Form will also now come in the drop down.

What was Nature of the template you created?

• The nature of Template which you create should always be Promotional even though you want to send in a Transactional channel.

Did you duplicate a template, and it was not available to send out communication?

The following points must be checked.

• Did you enable the Template?

1.  If you create a template by duplicating an existing template then you have to enable it

2. Click on the Gear Icon and select Enable

•  Did you publish the Template?

There are two options.

1. Save- The template will be in Draft.

2. Publish - The template will be enabled.

Conclusion

If your template is not visible, check assignment settings, recipient type, form filters, and template status. Ensure the template is enabled and published after creation to avoid accessibility issues. Following these best practices will help streamline template management and prevent visibility problems.