Build an Email Template

The Email Template tool allows administrators to build email templates which can either be manually sent or automatically sent in response to a specified event. Once an email template has been built, it can be copied and edited at any point in time.

Add a New Template

1. Click Communications on the upper navigation bar, and then click Email Templates.
2. Click Add New Template.
   
   
3. Add the applicable information. Asterisks indicate a required field.
   
   
4. Click Email Notification Events and select the appropriate event type, if applicable.
   
   
   • Selecting an event type makes the email template available for use as an automatic email. Once the template is created, it can be selected in the relevant process stage to send automatically.
     
     
5. Click Attachments, and then check the box for any applicable attachments.
   • Email Attachments provides details on uploading attachments. 
     
     
     
6. Click Create Email Template.
   
   
   

Copy and Edit an Email Template

Email Templates in the Available and Archived sections of the Email Templates page can be copied and edited.

1. Click Communications on the upper navigation bar, and then click Email Templates.
2. Click the name of the Email Template you want to copy.
   
   
3. Click Copy Template.
   
   
4. Enter a New Template Name for the new email template, and then click OK.
   
   
5. Click the name of the email template that was copied.
   • This is how the copied template can be edited and how other templates can be edited at any time.
     
     
6. Make any necessary changes, and then click Update Email Template.