Create or edit the email template for sending email notifications, including the subject line and body in a central location for all users.

The "out of the box" (OOTB) is the pre-defined template you will see under templates. You can create a custom template or modify an existing ootb template to better suit your needs.

See Customize Change Order Notification Template to edit the email template for change orders notifications, including the subject line and body in a central location for all users.

Create or Edit the Email Notification Template

1. Click Tools > Administration > Vault Settings.

2. On the Vault Settings dialog, select the Behaviors tab.

3. Click Notifications… to configure the email notification settings.

4. In the Email Templates tab, Click Add to create a new email template.

   Or, select the template from the list and click Copy to copy and edit the selected email template.

   Click Remove to delete the selected email template.

5. Add/edit the template name for the email template for easy identification.

6. Add a brief description about the email template. This will help users understand the purpose, or usage guidelines for the template.

7. Add/edit the subject line of the email.

8. Add/edit the email message you want to send to the recipients. You can also move the text within the email body.

9. To add property attributes in the email body:

   • From the Add Property drop-down list, select the properties that you want to list in the email body.
   • Click the "+" icon next to the property. The selected property attribute is added to the email body. You can copy and paste the attribute to rearrange it in the email body.
   • You can add free text to the email body.

10. Add header/footer in the email. The header and footer information is added to the beginning and end of the template.

11. Click Preview to review the email template.

12. Click Apply to save the changes.

13. Click OK to save and close.

Tags are placeholders in email templates that auto-populate information in the email. For instance, {DOCVARIABLE SYSVAR.VaultName}.

Below is the list of default tags:

Tag	Description
Hyperlink	Link to access the object, e.g., File, Item. To edit the link, right-click on the linked object and select Hyperlink.
FromState, ToState	Description of the state, e.g., Work in progress, Review.
VaultName	Name of the current Vault.
DisplayName	Display name of the user who started this operation.
Time	When the email is generated.

Email Notification Logs

Email notification logs are records of each email that is sent. This can be useful for auditing and debugging purposes, helping to identify any issues with the email system or the recipient's address. The logs are displayed under the email logs in the ADMS Console.

The email notification log includes the following information:

• Date and time of the notification
• Success or failure status of the email
• Email recipients
• Lifecycle definition, state transition, and email template

By default, the size of the email notification, including the combined size of the email message and any attachments, is limited to 20 MB.