Email Message Templates setting enables Project Managers to edit or change the present formats used in all email notifications. These notifications sent out to Clients can be categorized into three groups- General System Email Flow, Invoices, and Welcome Email. Since all of them are in HTML format, you are allowed to access the actual HTML code. This allows you to edit not only the text, but also their design properties such as the font color, font size, text aligment, etc. For you to be able to edit those properties, you must have basic knowledge of HTML and CSS.
To edit the email message templates, do the following:
- Go to Settings > System Settings > Email Message Templates.
- Select one from the 3 categories of email notifications (General System Email Flow, Invoices, or Welcome Email). If you select General System Email Flow, you will have to select a sub-category.
- In the Text Area, do all the necessary changes. Please do not change the texts that are enclosed in the character || (e.g., ||ProjectName|| ) because the system replaces these texts with actual data when it sends the message to a Client.
- Click on the Save Changes button. If you want to restore the original template, click on the Restore button.
