About the E-mail Template Editor

The E-mail Template Editor provides a simple way to customize the body portion of templates used various features.

HTML and text formats are supported for all types of e-mail templates.

Tip: If users will format text added to fields and e-mail messages they send to other users, use HTML formats for notifications and user e-mail templates. This prevents formatting tags from appearing in the messages sent by the Notification Server.

The following options are available:

Name
Shows the template file name . When you add templates, you must include an .html or .txt extension.
Type
Indicates the template type. This cannot be changed after a template has been saved.
Usage Options
May be available depending on the type of template you are editing.
- Self registration options
  Choose to use the template for external user registration confirmations, external user password requests, user password requests, or LDAP user import notices.
- User e-mails
  Set the current template as the default for e-mail messages sent by users. Only one template can be specified for this feature.
- View sharing
  Set the current template as the default for e-mail messages sent to users when a view is shared with them or when they are removed from a shared view. You can only select one template for each.
- Folder sharing
  Set the current template as the default for e-mail messages sent to users when a folder is shared with them or when they are removed from a shared folder. You can only select one template for each.
- External communication
  Set the current template as the default for e-mail messages sent by users to non-SBM users. Only one template can be specified for this feature.
Locale
Select a specific locale for the template. The default locale is en_US.
Format Text
You can edit the template tags and text in the main pane, or you can click Format Text to open a Rich Text Editor.
Formatting Options
Standard formatting options are available, along with these specific e-mail template options:
- Template Tags
  Click the Template Tag icon to insert template tags into the editor. For details on specific template tags, refer to E-mail Template Tags.
- Click the Fields icon to insert fields into the editor. At runtime, these fields are replaced with appropriate values.
  Note: The fields icon is not available in the global Templates view. If you are working with a mail client or notification template and want to see the list of available fields, modify notification templates from the Notifications view or mail client templates from the Projects view.