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.

Build an Email Template

1. Click Communications in the upper navigation bar, and then select Email Templates.
2. To build a new template, 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.
   
   
5. • 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.
     
     
6. Click Attachments to add an attachment to the template, if applicable.
   • Email Attachments provides details on uploading attachments.
     
     
   • Check the applicable Attachment box(es) from the list.
     
     
7. Click Create Email Template.
   
   
   
   • The template will now appear on your email templates page.