Steps to Create or Modify Custom Message Template

Steps to Create or Modify Custom Message Template

Steps to Create or Modify Custom Message Template


These steps apply to Content Central v7.

1. Login as Admin or member of Administrator Group.


2. Click on the Menu Icon from the top-left portion of the Content Central WebPage to show the Menu Panel.


3. Click ‘Administration’ to go to ‘Administration’ page.


4. In the Administration Page, click ‘Message Templates’ to go to ‘Message Template’ Page.


5. In the ‘Message Templates’ Page:

To add new Message Templates, click ‘Add Template’.

 

To edit an existing Message Template, click on the ‘Template Details’ icon on the same row as the Message Template to edit.


Note: System Generated Message Templates are Message Templates that are linked to the Approval Process and other configuration items in Content Central. They may be viewed using the ‘Magnifying Glass’ icon, but cannot be edited.

 

6. In the Manage Message-Template Details Page –

 

Click to CHECK or UNCHECK the ‘Enabled’ Setting. If CHECKED, the message template is visible and enabled.

 

Enter ‘Template Name’.


Optionally, enter a ‘Description’.

 

For ‘Message Type’:

Select ‘Internal’ so that the template can be used to send messages to other users in Content Central.

Select ‘Email’ so that the template can be used to send e-mails, using ‘Email’ Action.

 

For ‘Scope’:

Select ‘Global’ so that the template will be available to all catalogs and document types.

Select ‘Document Type’ so that the template will be available to a specified document type, under ‘Catalog’ and ‘Document Type’.

 

For ‘Visibility’:

Select ‘User Access’ so that the template will be visible to users in a template drop-down list when sending an e-mail or fax.

Select ‘Workflow Access’ so that the template will be visible for workflow actions.

Select ‘User & Workflow Access’ so that the template will be visible to users and for workflow actions.

Select ‘Approval-Process Access’ so that the template will be visible for Approval Process Notifications.

 

Enter a ‘Subject’. Optionally, Message Template Codes (attached) may be used.

 

Enter a ‘Body’. Optionally, Message Template Codes (attached) may be used.

 

Optionally, click to CHECK or UNCHECK the option – ‘Allow users to customize recipients’


7. Click ‘Apply’ to apply the settings.


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