Email templates

EP Help General > Settings > Notifications

When handling notifications, Easy Projects uses a notification template.

 

The system comes with a set of default notification templates.

 

You can download, modify and upload them back.

 

To perform these actions with a notification template do the following:

 

1.

Log in as Administrator (or a user who has the ‘Manage System Settings ’ permission). If you are already logged in, skip this step.

2.

Click on User menu | Settings | Notifications on the header menu.

3.

Click the Email templates tab link.

4.

Click 'Download'.

5.

Modify the template as you see fit.

6.

Click the 'Upload' link.

7.

Click 'Select' to locate and select the template to be uploaded.

8.

Click the 'Upload' button.

9.

To reset an uploaded template back to the default one, use 'Reset to Default'.

10.

To complete the procedure, click 'Save'.

 

 

Example:

Suppose you wish to edit the default notification when an activity is assigned:

 

- Locate 'Activity assigned or reassigned' in the Event name column.

 

- Click the 'Download' link.

 

- As the template, ActivityAssign.xslt, is saved, open it in a text editor.

 

- Make changes, as appropriate, and save the file.

 

- Click 'Upload', locate the saved file and click 'Open'.

 

- Click 'Upload'.

 

- Click 'Save'.

 

As a result, the updated notification will be used when activities are assigned.