Add, duplicate, reset, or edit an Email Template

Add an email template

1. Navigate to Configuration > Email. The Email Templates screen displays.
2. Click the Add button. The Add Email dialog displays.

3. From the Type drop-down, select the type.

4. From the Template drop-down, select the template.

The email template will copy the email template and this will be the new email template.

5.From the email template listing, click the copied email template. The Edit email template panel displays, refer to the Edit the email template below.

Duplicate an email template

1. Navigate to Admin Settings > System Config > General > Email. The Email Templates screen displays.
2. Either search or filter for the email template.
3. Click the email template. The Edit email template panel displays.
4. Click the Duplicate icon. The email template will be copied and displayed in the email template listing with the words (COPY) in its name.
5. Click the X icon to close the email template.
6. From the email template listing, click the copied email template. The Edit email template panel displays, refer to the Edit the email template below.

Reset the email template

If you want to reset the email template's content back to the original content from Serraview.

1. Navigate to Admin Settings > System Config > General > Email. The Email Templates screen displays.
2. Either search or filter for the email template.
3. Click the email template. The Edit email template panel displays.
4. Click the Reset button. The email template displays the original content from Serraview. 
5. Click the Save button.

Edit the email template

The email template can be either a new or an existing email template.

1. Click the Email Template. The Edit email template panel displays.

The email template consists of the following areas:

• Subject
• Description
• Reply To
• Email Editor
• Email body content
• Attachments
• Type
• Template
• Parameters

Compete the following:

Field	Description
Name	Enter the email's name.
Subject	Enter the email's subject.
Description	Enter the email's description, this will display on the Email Templates screen.
Reply To	Enter the reply to's email address.
Email Editor	The Email Editor's toolbar consists of: Icon Description Style drop-down From the Style drop-down, select either: Heading 1 Heading 2 Heading 3 Normal   Bold icon   Italics icon   Underline icon   Link icon To insert a link: Select the text to be linked. Click the Link icon. The link popup displays.  In the Enter link field, enter the URL. Click the Save button. To remove a link: Click the link. The link popup displays.  Click the Remove button.   Numbered list icon   Bullet list icon   Clear formatting icon To clear the formatting: Select the text.  Click the Clear formatting icon.
Email Body Content	This contains the body content and you can edit the text, apply formatting, and add parameters.
Parameters	You can use the parameters to populate your emails with content from fields and the parameters are not case sensitive. For example, the parameter called recipient.firstName will display the Person's first name in the email using the parameter format: %recipient.firstName% The panel lists the parameters with their name and description and for your reference, the parameters are listed in Email Template Parameters. If you can not find the parameter (field) you want, then contact the Serraview Support team and ask for the specified field to be exposed. Add a parameter in the body content Parameters can be placed anywhere in the body content. Either type in the parameter name or copy and paste the parameter from the Parameters list. All parameters must use the format: %parameter% Remember to test your email to make sure the parameter is working. If the parameter is not working then check the spelling of the name as it needs to be an exact match. Add a custom field parameter in the body content A parameter can be a Custom Field for certain entities and the format is: %entity.cf.customFieldName% The Custom Field Entities that can be used are: Custom Field Entity Email Templates Custom Field Parameter Example Asset Moves Note that Phasing is Coming Soon.     Move Phase Note that BOS Phasing is Coming Soon.   %phase.cf.movePhaseTest% BOS Move BOS Emails  %moveRow.cf.moveDate% BOS Phase Note that BOS Phasing is Coming Soon.     Org Units Blank Generic Template %orgunit.cf.orgUnitTest% Person Blank Generic Template %manager.cf.personTest% Service Requests Service Request Emails  %serviceRequest.cf.serviceRequestTest% Asset You can either set up the Custom Fields either in Assets or separately under Car Park, Locker, or Storage. These will all be listed in the Parameters using asset. Car Park Email  Storage Email Locker Email %asset.cf.vehicleRegistrationNumber% Car Park Car Park Email  %asset.cf.carParkTest% Storage Storage Email  %asset.cf.storageTest% Locker Locker Email  %asset.cf.lockerTest% Only the custom fields with the following data types will be available: Boolean DateTime Decimal Entity - Multi-Select Entity - Single Integer Text  Text Area
Attachments	You can add attachments either from the Document Library or upload the attachment. From the Attachments heading, click the Add icon. The Add attachments dialog displays. 2. Either: From the Select from the Reference Library drop-down, select a file. These files are stored in the Document Library. Click the Click to Upload button to attach the file. Wait for the attachment to display in the dialog.  If you need to remove the attachment then, hover on the attachment and click the X icon. 3. Click the x icon to close the Edit Attachments dialog. If you need to remove the attachment then, click the X icon.