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Editing and Previewing a Notification Email

Important: Use the following instructions when editing all but the Welcome email. For additional instructions, see Editing and Sending the Welcome Email.

In the Email List tab of Email Manager, locate and click the email name.

To edit a piece of text, click .

Notes:

If applicable, click to see a Help message about this piece of text, or click to see an alert.
Once you start making changes, you can click Reset at any time to revert to the original text.

Edit the text.

Important: If the text contains variables (certain document properties inserted into the text from the PolicyTech database), they are listed immediately below the Edit header. In the screenshot above, for example, %1% is a variable that will be replaced with a user's full (first and last) name when this email is generated. The variables available for a particular piece of text can be deleted or typed just like any other word. When typing a variable, make sure it appears exactly as it is shown in bold text in the variable list.

If other languages have been added (see Language Files), an editing box for each language is displayed. After editing the English text, make changes to translations as needed.
(Optional) To see how the edited email will look when PolicyTech generates and sends it, click Preview. The email is displayed using the current email template (see Email Manager: Template).

If the email contains conditional text, a View as menu is displayed. Select different user roles to see the email with other conditional text.

When finished with the preview, click Close.

When finished editing the email, click Save.