Versions Compared

Version Old Version 19 New Version 20
Changes made by

al.g

srigowri.a

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

You can create a new Notification Template, and add it to the onboarding process.

Click on the Menu Iconicon, then click on Add/Update Create Revision.

Menu Dropdown

Image Modified

 

 

Click on Add a New Value.

Create Revision Page

 

 

Enter the information on the Manage Revision page, with Type being Content, then click on Reserve.

Manage Revision Page

 

 

Click on Configure.

Manage Revision Page

 

 

Click on Add in the Notification Templates section.

Manage Content Revision Page

Image Modified

Image Removed

 

 

Enter the information for fields 1 through 3.

 

Notification Template Page
Image Removed 
 
ItemItem NameDescription

Description
  • A description to help you identify the new Notification Template

Priority
  • Email interfaces that show important types of emails with an indicator will be affected by this
  • Choices are high, medium, and low priority

Sender
  • The sender in the from email address

  • 'System' indicates that the email is from the company's system email
  • 'User' indicates that the email is from the System Administrator
  • 'Organization' indicates that the email is from the Organization
  • 'Other' spawns a box for Email ID, where you can enter any email

Subject
  • The email's subject line

Content
  • What is in the email; the message

...

Click OK.

Add/Edit Subject Page

Image Modified

 

 

Click on Add/Edit Content.

Notification Template Page

 

Image Modified

 

 

Enter the email message contents, using the available options to customize the design, including binds (click Binds for more information) and then click OK. 

Add/Edit Content Page

Image Modified

 

 

Review the information, change anything that needs to be edited, then click on Save.

Notification Template Page

Image Modified

 

 

Click on Click Return to Manage Revision.

Manage Content Revision Page

Image Modified

 

 

Click on Click Apply.

Manage Revision Page

 

...