This Freshdesk Article will provide further instructions on how to access the HTML source code of previous Fund Communications so that you can re-use that code to update a current Fund Communication's PDF/Email Body.
On the previous Fund Communication record (that you want to copy the HTML code):
- Click View next to the 'PDF' (if you want to copy the PDF code) attachment under Notes & Attachments related list.
- Click View next to the 'Body' (if you want to copy the body) under Notes & Attachments related list.
- You will be directed to another page with the source code.
- Go ahead and copy the HTML source code.
On your current Fund Communication:
- Click Edit Email Content button.
- Scroll down (to either the PDF or the Email Body - depending on what you want to copy & paste).
- Click the Tools dropdown.
- Select Source Code.
- Paste in your Source Code.
- Click OK.
- Scroll down and click Save Changes button.
Your Fund Communication's PDF/Body should now be updated with the historical Fund Communication's HTML Source Code.