How to create email templates in Request Projects

Overview

Email Templates assist organizations in establishing standardized electronic mail content for routine communication scenarios within Request Projects. Utilizing these templates guarantees uniform messaging, enhances efficiency, and mitigates manual effort during stakeholder engagement.

Administrative access to Organization settings and appropriate authorization are required to manage email templates.

 Request Email Templates

To create Request Email Templates:

1. Navigate to Organisation Settings

2.  Select the Communications tab

3. Go to the Email Templates section.

4. Locate and select or search for the appropriate template corresponding to the Request module.

5. Based on permission, users will be able to edit the content restrictively.

   Note: If you do not have access to edit the template. Please reach out to the responsive support team to get the template edited.

6. You can preview the edited template and save.