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How to Manage Predefined Replies and URLs

    This article gives guidance to Rescue Administrators.

    An Administrator with a technician license can create a set of standard replies and URLs and then export them to an XML file. Technicians in the Administrators' organization will then be able to import the replies and URLs into their own Technician Console.

    Create New Predefines Replies and URLs

    1. Log in to the Rescue Technician Console.
      Restriction: Only Administrators with a technician license can access the Technician Console.
    2. From the Tools menu, select Manage Predefined Replies.

      Result: The Manage Predefined Replies tab is displayed in the Technician Console workspace.

    3. On the Predefined Replies or Predefined URLs tab, click Add New.

      Result: The Add New Predefined Reply form is displayed.

    4. Give the reply or URL a short Name.
    5. Type the text of the reply or the URL in the Content box.

      Result: All content is text only. Formatting is not available.

      Note: You can also enter an FTP address.

    6. Click Save.

    Export a Set of Predefined Replies and URLs

    1. Log in to the Rescue Technician Console.
      Restriction: Only Administrators with a technician license can access the Technician Console.
    2. From the Tools menu, select Manage Predefined Replies.

      Result: The Manage Predefined Replies tab is displayed in the Technician Console workspace.

    3. On the Manage Predefined Replies tab, click the Import/Export tab.
    4. Click Export.

      Result: The Save As dialog box is displayed with replies.xml in the File name field.

    5. Choose a location where you would like to save replies.xml.

      Result: You should choose a location accessible to other members of your organization.

      Remember: Files saved/exported during a session are available at Users/[username]/Library/Application Support/GoTo-Rescue/Bottles/GoToRescue/drive_c/users/crossover/My Documents

    6. Click Save

      Result: Your replies and URLs are saved as an XML file.

    Share a Set of Predefined Replies and URLs

    Share the xml file with your technicians so they can start using your set of predefined replies and URLs by following the below procedure.
    Tip: You can send the xml file attached to an email, or you can share the URL of the location where the xml file has been stored. Make sure the location is accessible to your technicians.
    1. Log in to the Rescue Technician Console.
    2. From the Tools menu, select Manage Predefined Replies.

      Result: The Manage Predefined Replies tab is displayed in the Technician Console workspace.

    3. On the Manage Predefined Replies tab, click the Import/Export tab.
    4. Click Import.

      Result: The Open dialog box is displayed.

    5. Locate the xml file and click Open.

      Result: The replies are added to your list of predefined replies.

    Article last updated: 27 September, 2022