Managing Template Expiration Dates

Setting a Manual Expiry Date for a Template

You can configure a specific date on which a template will expire and become unavailable for use.

1. Navigate to the Certificates section from your CRM dashboard.
2. Select the template you want to modify.
3. Click the three-dot menu icon associated with that template.
4. From the menu, choose the option labeled Set a Date.
5. A calendar interface will appear. Select your desired expiry date from this calendar.
6. The interface will display a preview confirming the chosen date.
7. Click the Set Expiry button to save and apply the new expiration date to the template.

Setting a Template to Never Expire or Removing an Expiry Date

To make a template permanently available or to clear a previously set expiration date, you can set it to never expire.

1. Navigate to the Certificates section from your CRM dashboard.
2. Select the template you want to modify.
3. Click the three-dot menu icon associated with that template.
4. From the menu, choose the option labeled Never.
5. A preview message will indicate that the template will never expire.
6. Click the Set Expiry button to save this setting.