Maintaining email templates

Modified on Mon, 20 Apr at 12:02 AM

You can use email templates for emails that:

are sent frequently, such as staff meeting minutes
need specific formatting, information or phrasing, such as disciplinary follow-ups.

You can define:

the email's subject line
the email body
whether the email is sent as is plain text or HTML.

Opening the Edit Email Template window

To open the Edit Email Template window:

Open the Send Email(s) window. See Sending emails from a grid.
Click .
The Edit Email Template window is displayed.

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

Button	Description
	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.