In addition to the existing Email and Text Messaging alerts, customers may be setup to receive different alerts. In the following topics we will describe the steps to set up different templates that will be sent automatically through e-mail:    

     

➢Daily Alerts      

➢Case Communication    

➢Digital Design Approval

 

Warning:

The e-mail templates found under System Templates will be replaced or updated during future upgrades. When using these templates, please create your own with a different name.

 

There are 2 ways to create your own template  

1. Rename Option:

➢ Simply right click on the template that you would like to customize and rename it to something else. For example, if the template is called Daily Alerts, you may rename it to My Daily Alert.

2. Copy the template:

➢Create a new folder or point to an existing folder.

➢Click new to create a new Template which will open a blank form.

➢Navigate to the System Template and open the desired template.

➢Press Ctrl+A to select all, Ctrl+C to copy

➢Close the system template.

➢Switch to your empty template and press Ctrl+V to paste it.

➢Click the Save button.

➢Select the Folder, give your template a name.

➢Follow the instructions to assign this newly created template to your Lab.