video1.0<iframe src="https://www.loom.com/embed/1bda9767a50e422da9cca43a89602384" frameborder="0" width="1776" height="1332" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13321776Loomhttps://www.loom.com13321776https://cdn.loom.com/sessions/thumbnails/1bda9767a50e422da9cca43a89602384-1704732766306.gif283.242In this video, I will guide you through the implementation process of our BluVault templates. There are two steps involved. First, you need to turn off your action plans if you are using them. I will show you how to do this on the setup page under workflow rules. Once that is done, I will demonstrate how to create a rule for the BluVault templates based on a date and time. I will also explain how to send an email notification using the template. If you have any questions, please feel free to reach out to our support team.