Create a Global Email Template

To create a global e-mail template, do the procedure in this topic.

How to Start

  1. In the Manage Center, click App Builder App Builder icon > Global E-mail Templates.
  2. On the Global E-mail Templates screen, click Add E-mail Template Add E-mail Template icon.

Procedure

  1. On the Add New Email Template screen, complete the fields ​as necessary.
    Field Name Definition

    E-mail Template Name

    Function:
    Specifies the name of the e-mail template.
    Accepted Values:
    One line of text that can have spaces.
    Default Value:
    None
    Accepts Process Data Variables:
    No

    Description

    Function:
    A description of the e-mail template.
    Accepted Values:
    More than one line of text.
    Default Value:
    None
    Accepts Process Data Variables:
    No

    From

    Function:
    Specifies the recipient from whom the e-mail notification is sent.
    Accepted Values:
    A valid e-mail address.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    To

    Function:
    Specifies the recipient to whom to send the e-mail notification.
    Accepted Values:
    A valid e-mail address.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    CC

    Function:
    Specifies the recipients to whom to send the carbon copy for the e-mail notification.
    Accepted Values:
    A valid e-mail address.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    BCC

    Function:
    Specifies the recipients to whom to send the blind carbon copy for the e-mail notification.
    Accepted Values:
    A valid e-mail address.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Subject

    Function:
    Specifies the subject line for your e-mail.
    Accepted Values:
    One line of text that can have spaces.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Content

    Function:
    Specifies the content of your e-mail.
    Accepted Values:
    More than one line of text, in HTML plain text format.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
  2. Click Add.