8.6.1.1 Create Template

You can create a text-based template for Request for Information Management.

To create a template for RFI, follow these steps:

1. In the Templates page, click Create Template. The Create Template page is displayed.
2. Enter unique Name for the RFI template.
3. From the drop-down list, select the Type. The available options are:
   • RFI Section Template: It defines a text-based template that will appear following a Section Title.
   • RFI Email Context Template: It defines a text-based template used to populate the email sent to the RFI recipient.
   • In-App Notification Template: It defines a text-based template used to populate the notification in the application.
   • Email Notification Template: It defines a text-based template used to populate the email notification sent to the recipients.
4. Enter information of the template in the Body field. You can enter up to maximum 4000 characters.
5. If you want to add a substitution variable in the body, click Substitution Variables. The RFI Template Substitution Variables pane is displayed.
6. Select the required Substitution Variable link and the selected variable is added in the Body field. You can add multiple substitution variables in the body of the template.
7. Click Create. The new RFI template is created and displayed in the Templates page.