Email Templates

Select the area (cost, RFI et.c) the email template should be applied to.

Select the step (submit, approved etc.) the template should be applied to.

Enter the email address you would like to appear in email.

Add the fields you would like to be displayed in the subject line of the email.  To add fields place your cursor where you wish to add the field (in the subject box).  Then click on the field under the Tokens are (see #5).  Once selected it will be added to the subject line.

List of fields that are available to be pulled into the email template.

Add the fields you would like to be displayed on the email template.  To add fields place your cursor where you wish to add the field ( in the editor box).  Then click on the field under the "Fields" (see #5).  Once selected it will be added to the editor grid.

Use the toolbar to format (font, add table etc.) the email template.

To automatically include attachments in the notification template, click on the items you wish to display (record link, default report, attachments etc.) by clicking the checkboxes located to the left of the attachment type name.

Click to update all email templates for the designated workflow action.  This will modify email templates for record types which have not been locked. 

Once the template is complete, click Save.