Email templates

There are templates for notifications sent by e-mail, which can be used to to define the content and presentation of the messages. Each template can be defined in multiple languages and in HTML format and as a simple text message.

To edit the templates, you must be logged on with system administrator permissions. Then go to Administration > Templates > Email Templates.

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Email template types

Each template is based on a template type. The following table describes the available template types for item-related notifications. Templates of the template type “Item changed” are also available for workflows.

Item Type

Description

Item change

Item created or changed

Item created by e-mail

Item created by e-mail

Item plan/expense

Expense changed

Reminder

Global reminder of items due

Send from item

Email sent from item

Item reminder

Item-related reminder

E-mail item creation rejected

Item could not be created by e-mail

The following table describes the template types that are available for administrative notifications.

Item Type

Description

Welcome

Welcome message after (self-) registration

Forgot password

Response to “Forgot password” action

Calendar change

Calendar change

Two factor authentication

Code for two factor verification

Plugin

Templates for Plugins

Notification Events

The system creates notifications based on notification events. Each notification event is assigned a global or an item type-specific or a workspace type-specific and item type-specific or workspace-specific notification template. The item-specific events are

  • Item created

  • Item created by e-mail

  • Single item change

  • Budget/Plan/Expense changed

  • Send e-mail from item

Editing an item set does not trigger a notification event.