Overview
Admin users can view Template History to review all communications sent using Interaction Templates. This is useful for reporting, auditing, and tracking communication activity within your Centre.
User Roles
This feature can be used by the following role:
- Admin
Steps
How to View Template History
- Click Templates from the main menu.
- Click History.
- You will now see a full list of all templates sent.
Tips & Notes
- Template History is useful for maintaining audit trails.
- Helps monitor what communication has been sent and to whom.
- Only Admin users can access the Template History page.
Terminology
Please note the terminology used in this article may be different depending on your Centre.
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Need Help?
If you encounter any issues or have questions, please contact Onefile Support or your internal support channels.