You can use email templates for emails that:
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- the email's subject line
- the email body
- whether the email is sent as is plain text or HTML.
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To open the Edit Email Template window:
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Edit Email Template window - key fields and buttons
All Template Messages grid area fields
Field | Description |
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Name | Name of the email template. |
Description | Description of the email template. |
Message Type | Message type of the email template, either:
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Message Subject | Subject line for the message template. |
Template is private | Whether the email template is private. |
Classification | Document classification of the email template. See the luDocumentClassification lookup table in the System maintenance manual. |
Owner | Synergetic user assigned as owner of the email template. |
Private only | Filter the grid area to only display the private email templates of the current user. |
Seq | Unique identifier of the email template. |
Fields
The fields are identical to the All Template Messages grid area fields. Details for the template selected from the grid area is displayed.
Buttons
Button | Description |
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Create a new email template. |
Delete the selected email template. |
Save any changes you have made to the email template. |
Load an HTML file into the body of the email template. |
Load the default system signature. See DefaultSignature configuration setting in the System maintenance manual. |