Various workflow-related actions will trigger notifications. The templates for these notifications can be found and edited on the Administrator page under Workflows & approvals > Notifications.
Note: be careful when making any changes to the default settings. While it is possible to change the appearance and contents of any notification, its trigger conditions are fixed. It is not possible to repurpose any notifications. Therefore, the subject matter of each notification must remain the same.
1. Click a notification description to:
a. Edit its description.
b. Change its template.
c. Click Save when finished.
Note: the overall look of the notification will be determined by the selected e-mail template, which is defined under the Configuration Weagree Wizard > Notification templates. Usually, there will not be more than one template available. If there are multiple, however, it is generally recommended that the same template is used for all notifications.
2. Click a notification’s information icon to see a preview (this combines both the inserted text and the selected e-mail template).
3. Click the pen icon to edit the notification’s contents:
a. Enable Use custom text (it will light up green).
b. The Subject field will be used for the e-mail subject.
c. The Body field contains the e-mail’s text. Clicking on this field will make a bar with various buttons appear for text-editing purposes.
Note: of particular importance are the two left-most buttons. The first maximizes the edit-field and also displays additional buttons, for example for the insertion of lists or images, for undoing actions, for cutting and pasting, or for directly editing the underlying HTML code. The second button, labelled Tag, opens a dropdown menu of tags that you may use to add variables to your notification (such as the addressee’s name, the contract title or a direct link to the managed contract).
d. If multiple user-interface languages are activated on your Weagree portal, you may add a translation for each. In the text editor’s popup, there will be a subtab for each language. The first is the default language. Click on another subtab and then enable the Use custom text option to insert a translation in the Body field.
e. Click Save when finished.