Update an Email Template

Modifications to email templates take effect immediately.

To update an email template:

1. Go to Configuration> Email Templates.

2. Select a template and then click Details. The template opens in a pane below the grid.

3. Click Edit.

4. In the General section, edit the following settings:

   •  Display Name: Enter the short name for the template.
   •  Template Type: Select the workflow type.
   •  Content Type: Select either HTML or Plain text content type of a template.
   •  Description: Enter information that will help others understand the use of template.
   •  Send Immediately: Send notifications without sequencing.
   •  High Priority: Send notifications with high importance.
   •  Sender Email Account: Select the email account that will send the notifications. The RiskVision administrator's email account is used by default.
   •  Template text: Author information that suits the template type. Text can be formatted using HTML.

5. When you finish modifying the template, click Save.