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  • Select the Record type for which you want to made a template

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Image Added

  • Click Next

  • Enter Template Name according to your business requirement

  • Select the Object name on which the Secure File Transport application is configured (For Example : If the application is configured on Contact Object, you have to choose Contact for Object Name)

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  • For selecting File Tags which you want, Click on Select File Tags (Only available for Media Request)

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  • Select the File Tags and Click on Submit

  • You can enter SMS Message, Portal Message, Email Subject and Email Body as per business requirements.

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