Administration > Templates

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Modifying Notification Templates

The administrative plan room owner may customize the default notification templates used by the plan room.

To modify the notification templates:

1. From the Administration tab, click the Templates sub-tab.
   
   



2. Select the template you wish to modify from the drop-down.
3. Select the Current View (Email Content or Fax Content).
4. At the bottom of the screen, you may choose whether to edit using the WYSIWIG editor (default) or the HTML editor.
   
   



• To edit in WYSIWIG, click the pencil icon.



The WYSIWIG editor has standard editing toolbars on the top of the editing window. You may hover your mouse over any of the toolbar buttons for a description of what each button does.




• To edit in HTML, click the blue angle brackets icon.
  
  




• To see a preview, click the green magnifying glass icon.
  
  



5. For each template, click the Save button on the upper-right portion of the screen when you are done with your edits.