HTML templates

Administrators can create HTML template objects to manage reusable email layouts (header and footer) and have them applied automatically to notifications and enrolment messages.

HTML template manager

  • HTML templates can be created, edited, and deleted in a dedicated manager.

  • Header and footer can be defined per language using a WYSIWYG editor.

  • The assignment of a template to clients/providers can be viewed at a glance by using the assignment button in the details section.

Assignment of templates

  • Each HTML template contains an assignment tab.

  • Administrators can assign templates to multiple clients and providers via multi search.

  • The assignment type, client or provider, is displayed in a dedicated column.

  • Assignments can be added or removed and saved directly within the template.

  • Each provider or client can have only one HTML template assigned—the assignment priority logic is defined as follows:

    • The provider template has the highest priority.

    • The client template is used as a fallback.

    • If no template is assigned, current behavior applies; ACLs are respected in all assignment searches.

  • Assignment via provider settings is possible.

  • Assignment via client settings is possible.