Create Template

You can create a text-based template.

To create a template, follow these steps:

1. In the Templates page, click Create Template. The Create Template page is displayed.
2. Enter unique Name for the 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 Template Substitution Variables page 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.

   Note:

   Ensure to add the following tabular-format substitution variables in separate sections to the RFI template to maintain proper page alignment in the RFI Preview and Response pages:

   • COMPLIANCE_SUMMARY
   • ALERTED_TRANSACTIONS
   • CS_MATCHING_SUMMARY_TBL
7. Click Create. The new template is created and displayed in the Templates page.