Email templates: Difference between revisions

Revision as of 14:12, 20 August 2025

The Email templates page provides convenient access to a list of the selected company's email templates. It can be accessed through the IOMAD dashboard:

Go to the IOMAD dashboard.
Choose the company whose user(s) you'd like to edit from the Select a company dropdown (or use the company selector at the top right of the page).
Click on the Reports tab.
Select Email templates.

Email templates

Editing/viewing an Email template

To, From, CC, and Reply

The first 9 boxes on the Edit page can deal with the To, From, CC, and Reply of the email.

In each case, there is a user-selector box, and a raw email box called Manual To/From/CC/Reply address. There is also a Manual From name, which allows for the implementation of a custom name not otherwise attached to the email address (e.g. Admin user or Do not reply).

The To boxes do not override the email recipient, but are for sending separate emails in addition to the one sent to the intended recipient (such as an Admin being sent a copy of an email sent out to a user or users).

Template Sets

Save as new template set: ?
Manage template sets: ?

@@ Line 7: / Line 7: @@
 ==Email templates==
-==Editing/Viewing an Email template==
+==Editing/viewing an Email template==
+===To, From, CC, and Reply===
+The first 9 boxes on the ''Edit'' page can deal with the '''To''', '''From''', '''CC''', and '''Reply''' of the email.
+In each case, there is a user-selector box, and a raw email box called ''Manual To/From/CC/Reply address''. There is also a ''Manual From name'', which allows for the implementation of a custom name not otherwise attached to the email address (e.g. ''Admin user'' or ''Do not reply'').
+The ''To'' boxes do not override the email recipient, but are for sending separate emails in addition to the one sent to the intended recipient (such as an Admin being sent a copy of an email sent out to a user or users).
 ==Template Sets==