E-mail Templates

Use the Templates view to customize e-mail templates for the features shown in the following table.

Template Type	Use	Context
E-mail submission replies	Confirmation and failure messages	Project
Notification	E-mails sent to users	Workflow
Scheduled reports	Deliver scheduled reports	Global
Registrations and password changes	External user registration confirmation messages and password change requests	Global (on-premise only)
User e-mails	Messages sent by users from primary and auxiliary items	Global
External submission	Confirmation, failure, and spam messages	Project
External communication	Messages sent by users from primary and auxiliary items to non-SBM users	Project
View sharing alerts	Messages sent to users when a Work Center view is shared with them or when the view is no longer shared with them	Global
Folder sharing alerts	Messages sent to users when a Work Center folder is shared with them or when the folder is no longer shared with them	Global

Default templates for each of these features are shown on the Templates view. To open this view from the Administrator portal, select E-mails, and then select Templates.

You can then use this page to add new templates and modify or delete existing templates.

You can also search for templates and you can filter the list by template type.

For details on using the e-mail template editor, refer to About the E-mail Template Editor.

For a list of tags applicable to each template type, refer to E-mail Template Tags.