By default, we have set up some templates for you to use. These templates can be used for email or printed notifications. This article can help if you need to make any changes to an existing template or create a new one. 

1. Select Administration from the navigation menu, and then select Templates.

2. Do one of the following:

  • To create a new template, click +Template.

  • To edit an existing template, click the Edit icon for that template.

3. On the New or Edit Template page, fill in the following information:

  • Template Name: Add a name for easy reference; this will not be seen by the customer.

  • Email Subject: If this will be used for email notifications, enter a subject for the email notification. If this will only be used for paper notifications, you can enter the same name as the Template Name; this field will not be used on paper notifications.

  • Increase Due Date By The Following Number of Days: If you want to push out the original due date of this notification by a certain number of days after sending it, add the number of days here. When the notification record is completed, the due date will increase by the number of days you enter in this field. For example, if you want to give the customer an additional 30 days to have their assembly tested after you send them this notification, enter 30 in this field. When the notification is completed for the selected record, it will add 30 days to the original due date. This will help remind you again 30 days after the original due date to send them another notice if they still have not resolved the issue. Enter 0 if you do not want the due date to change.

  • Email And Letter Body: Add the body of the notification that will be used on email and printed notifications. There is a long list of values that can be used to personalize these messages for the individual customer. (Click here for more information and definitions of these computed values.) You can also customize the look and feel of the notification by clicking any of the icons below this heading.

4. Do one of the following:

  • If you are creating a new template and want to add an attachment, go to step 5.

  • If you are updating an existing template and want to add an attachment, go to step 6.

  • If you do not want to add an attachment, go to step 7.

5. Complete the following:

  • Click Create Template at the bottom of the page.

  • On the Templates page, click the Edit icon to re-open this template. Go to step 6.

6. Scroll to the bottom of the page, and then drag and drop the image or document that you want to upload in the Upload Attachments box; you can also click in the box to select the file you want to upload.

7. When you are finished, click Create Template or Update Template at the bottom of the page.

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