You can set email templates including specifying the recipient, email subject, and content, so that the system can send the information to the designate recipient according to the pre-defined email template.
Before adding the email template, you should set the sender's email account first. See Configure Email Account for details.
Perform this task when you need to add a new email template.
Create a name for the template.
Click Add User and select the person's email as the recipient, which is configured when adding the person.
Click Add Email and enter the recipient(s) email address to send the email to.
You can enter multiple recipients and separate them by ";".
Enter the email subject as desired. You can also click the button in the lower part of the window to add the related information to the subject.
Define the event information to be sent. You can also click the button in the lower part of the window to add the related information to the content.
If you select to add the event time to the email subject or content, and the email application (such as Outlook) and the system are in different time zones, the displayed evnet time may have some deviations.
Click Add to add the template and go back to the email template list page.
Click Add and Continue to add the template and continue to add other templates.
The email template will be displayed on the email template list.
Option | Description |
---|---|
Edit Template |
Click in the Operation column to edit template details. |
Delete Template |
Click in the Operation column to delete the template. |
Delete All Templates |
Click Delete All to delete all the added templates. |
You can set email templates including specifying the recipient, email subject, and content, so that the system can send the information to the designate recipient according to the pre-defined email template.
Before adding the email template, you should set the sender's email account first. See Configure Email Account for details.
Perform this task when you need to add a new email template.
Create a name for the template.
Click Add User and select the person's email as the recipient, which is configured when adding the person.
Click Add Email and enter the recipient(s) email address to send the email to.
You can enter multiple recipients and separate them by ";".
Enter the email subject as desired. You can also click the button in the lower part of the window to add the related information to the subject.
Define the event information to be sent. You can also click the button in the lower part of the window to add the related information to the content.
If you select to add the event time to the email subject or content, and the email application (such as Outlook) and the system are in different time zones, the displayed evnet time may have some deviations.
Click Add to add the template and go back to the email template list page.
Click Add and Continue to add the template and continue to add other templates.
The email template will be displayed on the email template list.
Option | Description |
---|---|
Edit Template |
Click in the Operation column to edit template details. |
Delete Template |
Click in the Operation column to delete the template. |
Delete All Templates |
Click Delete All to delete all the added templates. |