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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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titleOpening the Edit Email Template window

To open the Edit Email Template window:

  1. Open the Send Email(s) window. See Sending emails from a grid

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  2. Click

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    The Edit Email Template window is displayed.

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 Edit Email Template window - key fields and buttons

All Template Messages grid area fields

Field

Description

Name

Name of the email template.

Description

Description of the email template.

Message Type

Message type of the email template, either:

  • plain text
  • HTML.

Message Subject

Subject line for the message template.

Note:
The subject line can be edited in each email.

Template is private

Whether the email template is private.

Note:
Private email templates can only be viewed by the user selected in the Owner field.

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

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Button

Description

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Create a new email template.

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Delete the selected email template.

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Save any changes you have made to the email template.

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Load an HTML file into the body of the email template.

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Load the default system signature. See DefaultSignature configuration setting in the System maintenance manual.