Edit an Email Template

You can edit the subject and body of an existing pre-configured or Custom Email Template. 

1. Go to Policy > Policy Settings > Email Templates. 
2. On the Email Templates page, click the name of the template link that you want to edit from the Name column.
   
   
    
3. On the Edit Email Template page, configure these:
   • Template Name, Description, Category, and Type. These fields are non-editable.
   • To. Click Add Additional Recipient to select from a list of Custom Attributes and click Save.
     
     
      
   • Email Subject. Enter the text to appear in the subject line of your email notification. 
   • Email Body. Enter the text for the body of the email notification, and enhance the body of the text with these options:
     • Template Builder. Using the Rich Text Editor, you can style your email text to emphasize important points. You can also enhance your content by adding links and images. Supported image formats include .jpg, .jpeg, and .png, with a maximum file size of 2 MB. To view the key features of Template Builder, see Features of Template Builder. 
     • Import HTML. To create an engaging and interactive email template, you can upload an HTML file with a maximum file size of 8 MB. Additionally, you can also enhance your template by adding available variables. Click the copy icon to copy the variables and paste them into your HTML code.
   • Variables. To add variables to the email body or email subject, select available items from the Insert Variable list. Separate variables with a line break, space, or by punctuation, such as a comma.  
   • Custom Attributes. To add Custom Attributes to the email body or email subject, select available items from the Custom Attributes list.

4. To save your changes, click Save.
5. You may also click Restore Default to remove your changes.