Customizing an E-mail Message

Follow these steps to customize a e-mail notification message.

Click the E-mail Setup link on the Admin Home page.

At the bottom of the page, click the link that corresponds to the e-mail message you want to customize. The E-mail Customization page appears.

Tip: The name and purpose of the outgoing e-mail message displays at the top of the page.

Items removed from the e-mail templates may compromise the functionality of the application. For example, removing the Request List in the Approver Reminder Notification E-mail will negate the purpose of this e-mail.

Make the necessary changes to the Subject and Body of the e-mail.

To insert a predefined tag:

Position your cursor where you want to insert the tag.
In the Tag list, click the Drop-down List button to select the tag to be inserted. This list is filtered based on the e-mail message to be modified. You can view a list of the custom tags in the following tables: Account E-mail Tags table, Request E-mail Tag table, and Reminder E-mail Tag table.
Click the button.

When your changes are complete, click the button to view the e-mail message in a Preview page. Use the Preview page to proofread the e-mail message, verifying that the changes you made are correct. The e-mail tags are replaced with the preview values.

Click the Close button to close the Preview page.

Click the button to save the e-mail. The message “Email saved” appears at the top of the page.

Tip: Click the

button to restore the last saved subject and body values for this e-mail. A confirmation displays. Click the

button to confirm that you want to reinstate the previously saved values.

Click the button to close the E-mail Customization page.