DocFort User Guide
How to Customize Email Template
Manage and customize the email notifications received by users. Make changes to existing templates on the Email Template module.
To customize Email Templates, follow the steps highlighted below.
To customize Email Templates, follow the steps highlighted below.
Once clicked” a dropdown menu housing a few options would be displayed.
- Select the “More settings.” option in the menu.
See the image below for reference.
- Once selected, the Advance Settings menu would then be displayed.
- Proceed to Click on the “Email Templates” key, there you can create and manage all user access.
- To edit an existing template, Select the template you want edited to animate the “Edit Template” Button.
- Proceed to Click the “Edit Template” to initiate the editing process.
See the image below for reference.
- Once the process has been initiated, the edit screen is displayed and then the Admin can proceed to make changes to the email template.
- To save changes made to the template Click on the “Save Changes” button to end the editing process.
- To cancel changes made so it does not reflect on the current template, Click on the “Back” button to nullify any changes made.