To Edit the Preset Messages
To Edit the Preset Messages:
All the ROLE templates saved in the Communications area are preset/default. You can customize it as per your preferences. In order to do so, follow the instructions mentioned below.
Go to the ‘Communications’ area and find ROLE related templates.
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To edit your ROLE Agreement Templates or view their content, click the Edit icon in the ACTIONS field.
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As you click on the Edit button, you’ll see a screen like the one below. The default text which you get from the system adheres to the COVID guidelines as per the CDC (Center for Disease Control and Prevention).
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Once you have updated this, click on ‘Update’ and the changes will be made.