14.1 Create E-mail Template

This topic provides systematic instructions about the procedure to create E-mail template.

The Create E-Mail Template screen provides an option to create new E-mail template record.

1. From Home screen, select Credit Facilities. Under Credit Facilities, select Maintenance.
2. Under Maintenance, select Notifications. Under Notifications, select Create E-mail Template.
   The Create E-Mail Template screen is displayed.

   Figure 14-1 Create Email Template

   
   

   
   Description of "Figure 14-1 Create Email Template"

   
   
3. Provide / select the template details based on description in the following table.

   Table 14-1 Create E-Mail Template - Field Description

   Field	Description
   Template Code	Specify a unique code for the E-mail template to be created.
   Template Name	Specify a name for the E-mail template to be created.
   Event Code	Search and select the Event Code for associating with the E-Mail template. Event codes created in the Create Event Mapping screen are displayed in the option list. Refer Create Event Mapping topic for information on event creation.
   Subject	Specify the E-mail subject
   Email To	Specify the E-mail ID to which notification E-mail has to be sent on occurrence of linked event
   Email CC	Specify the E-mail ID which has to be in CC of notification E-mail
   Document Attachment Applicable	Enable this check box, if the event notification has E-mail attachment
   Is Template for Approval	Enable this check box, if the E-mail template must be sent for approval

4. Provide the E-Mail body content in the text box at the bottom of screen.

   Note:

   In the text box, you can insert Placeholders #IF condition and #LOOP to create dynamic E-mail content. Placeholders are variables which the system fills with corresponding customer values while sending notification.
5. Click Save.
   The E-mail template record will be created upon authorization.