In addition to the existing Email and Text Messaging alerts, customers may be set up to receive different alerts. In the following topics we will describe the steps required 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 to avoid them being overwritten.

 

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:

➢ Select the template you want to make a copy of, then right-click on it and select Make Copy.

➢ In the window that opens, enter a name for the template in the File Name field.

➢ Click on the folder that you want to save the new template in, or right-click in the window and select New Folder to create a new one.

➢ Once you've highlighted the destination folder for the new template, click the Select button to save the template.

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