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

  • Create, edit and delete HTML templates in a dedicated manager

  • Define header and footer per language using a WYSIWYG editor

  • See at a glance to which clients/providers a template has been assigned to 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 only have one html template assigned - the assignment priority logic is defined as follows

    • provider template has highest priority

    • client template is used as 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