How to copy an existing email.

  1. Find the email you wish to copy and click on the ellipsis button (3 dots) to open the options menu from the email overview or scroll down to the meta data section if you already opened the email


  2. Click in the button 'Duplicate Email' and follow the wizard.
    Rename the email if needed and select the meta data which should be applied to your copy of the slide. Fill in the email subject. The From Address field will automatically suggest the Veeva token {{userEmailAddress}} which will display the senders email address.

Select email fragments to copy, if available. 

Add any users/groups who need access to the slide. This can be left empty if you don't know yet and can be added later.

Click 'Finish'. Once the slide has been copied and loaded, you can start editing it where needed.