Working with E-mail → E-mail Templates
Use the Templates view to customize e-mail templates for the features shown in the following table.
|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.
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