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
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HTML templates can be created, edited, and deleted in a dedicated manager.
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Header and footer can be defined per language using a WYSIWYG editor.
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The assignment of a template to clients/providers can be viewed at a glance by using the assignment button in the details section.
HTML templates are applied automatically across notifications and enrolment messages, so deleting one affects those message types too.
Before deleting an HTML template, check whether it is still assigned to clients or providers and whether notification or enrolment messages rely on it.
Assignment of templates
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Each HTML template contains an assignment tab.
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Administrators can assign templates to multiple clients and providers via multi search.
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The assignment type, client or provider, is displayed in a dedicated column.
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Assignments can be added or removed and saved directly within the template.
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Each provider or client can have only one HTML template assigned—the assignment priority logic is defined as follows:
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The provider template has the highest priority.
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The client template is used as a fallback.
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If no template is assigned, current behavior applies; ACLs are respected in all assignment searches.
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Assignment via provider settings is possible.
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Assignment via client settings is possible.