The Manage Email Templates section consists of the four tabs: System Letters<\/a>, Job Letters<\/a>, Internal <\/a><\/strong>and Layout<\/strong><\/a>. The similar approach is applied to manage System Letters, Job Letters and internal templates. The main difference is that you cannot create new System Letters and internal email templates and you can edit only the pre-defined variants.<\/p>\n\n\n\n System templates are pre-defined emails sent by the system upon occurrence of a Job specific event. The system email templates are propagated to all Master Zones and Offices within the Corporate Zone.<\/p>\n\n\n\n System Templates includes seven types of email templates, as follows:<\/p>\n\n\n\n <\/p>\n This email template is used during execution of the Bulk Update \/ Recalculate task that relates to the Job Producing or Sending Change Order documents.<\/p>\n<\/td><\/tr> <\/p>\n This email template is used during execution of the Bulk Update \/ Recalculate task that relates to the Job Progress Reports Delivery.<\/p>\n<\/td><\/tr> <\/p>\n This email template is used during execution of the Bulk Update \/ Recalculate task that relates to the Supervisor’s Schedule Reports Delivery.<\/p>\n<\/td><\/tr> <\/p>\n This email template is used during execution of the Bulk Update \/ Recalculate task that relates to the Vendor Reports Delivering.<\/p>\n<\/td><\/tr> <\/p>\n This email template is used during execution of the Bulk Update \/ Recalculate task that relates to the Send Purchase Order update to Supplier.<\/p>\n<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n The System Email Templates page opens, as follows:<\/p>\n\n\n\n To edit a system email template:<\/strong><\/p>\n\n\n\n Hover over a specific system template and click the Edit The page consists of the two blocks: Title and Message.<\/p>\n\n\n\n To add a placeholder into the email body:<\/strong><\/p>\n\n\n\n You can also add the placeholders into the email subject if needed.<\/p>\n\n\n\n <\/strong>To preview the email template:<\/strong><\/p>\n\n\n\n To overwrite the system email template:<\/strong><\/p>\n\n\n\n Click the Overwrite<\/strong> The system email template will be overwritten for all Master Zones and all Franchise Offices within the Corporate Zone.<\/p>\n\n\n\n To save modifications in the system email templates, click Process<\/strong>.<\/p>\n\n\n\n Note<\/b><\/p>\n\n\n\n Job letter email templates are pre-defined email templates that can be used to notify the customer about the job progress or provide details on the current stage of the construction.<\/p>\n\n\n\n Job Letters are used for notifying upon occurrence of Milestone Events. Milestone Events are events that are crucial for the Job progress and that are used as markers that a specific phase of the Job execution has been reached.<\/p>\n\n\n\n The job letter email templates are propagated to all Master Zones and Franchise Offices within the Corporate Zone.<\/p>\n\n\n\n The page consists of the two blocks: Title and Message.<\/p>\n\n\n\n To add a placeholder into the email body:<\/strong><\/p>\n\n\n\n You can also add the placeholders into the email subject if needed.<\/p>\n\n\n\n <\/strong>To preview the email template:<\/strong><\/p>\n\n\n\n To overwrite the job letter email template:<\/strong><\/p>\n\n\n\n Click the Overwrite<\/strong> The system email template will be overwritten in all Master Zones and in all Franchise Offices within the Corporate Zone.<\/p>\n\n\n\n To save modifications in the job letter email templates, click Process<\/strong>.<\/p>\n\n\n\n Note<\/b><\/p>\n\n\n\n A Job Letter can be deleted in the following cases:<\/p>\n\n\n\n To delete Job Letter:<\/strong><\/p>\n\n\n\n The template is deleted from the list.<\/p>\n\n\n\n Note<\/strong><\/p>\n\n\n\n Internal email templates are pre-defined emails sent by the system to employees of Franchise Offices, Master Offices, and the Corporate Office. The internal email templates are used globally for all Franchise Offices and Master Offices. You can manage such templates only on the Corporate Portal.<\/p>\n\n\n\n System Templates includes 28 email templates, as follows:<\/p>\n\n\n\n <\/p>\n Master Portal:<\/strong><\/p>\n Corporate Portal:<\/strong><\/p>\n <\/p>\n Master Portal:<\/strong><\/p>\n Corporate Portal:<\/strong><\/p>\n <\/p>\n Master Portal:<\/strong><\/p>\n Corporate Portal:<\/strong><\/p>\n <\/p>\n Master Portal:<\/strong><\/p>\n Corporate Portal:<\/strong><\/p>\n <\/p>\n Master Portal:<\/strong><\/p>\n Corporate Portal:<\/strong><\/p>\nSystem Email Templates<\/h2>\n\n\n\n
JobOrder<\/strong><\/td> This email template is sent to the Supplier to verify that the Supplier will be be able to supply goods\/services according to the attached document.\n JobProgress<\/strong><\/td> This email template is sent to the Sub-Contractor\/Supplier with the Job Progress report.\n SupervisorsScheduleUpdates<\/strong><\/td> This email template is sent to the Sub-Contractor\/Supplier with the Supervisor\u2019s Schedule updates.\n VendorReport<\/strong><\/td> This email template is sent to the Sub-Contractor\/Supplier with the Vendor report.\n CustomerInvitationFromAnotherOffice <\/strong><\/td> This email template is sent to the Customer after invitation to the Customer Portal from the contact profile.<\/td><\/tr> SupplierInvitationFromAnotherOffice<\/strong><\/td> This email template is sent to the Supplier after invitation to the Supplier Portal from the contact profile.<\/td><\/tr> SchTaskUpdates<\/strong><\/td> This email template is sent to the Supplier in case of date changes in the contract term.\n ![\"\"](\"\/wp-content\/uploads\/2019\/05\/corporate-system-email-templates.png\")
<\/figure><\/div>\n\n\n\n![\"\"](\"\/wp-content\/uploads\/2019\/02\/edit-icon.png\"){kind=icon}
<\/strong>icon. The Edit template page opens, as follows:<\/p>\n\n\n\n![\"\"](\"\/wp-content\/uploads\/2019\/05\/corporate-system-email-template-edit.png\")
<\/figure><\/div>\n\n\n\n![\"\"](\"\/wp-content\/uploads\/2019\/03\/placeholders-icon.png\"){kind=icon}
<\/strong> icon.<\/li>![\"\"](\"\/wp-content\/uploads\/2019\/03\/hide-profit-icon.png\"){kind=icon}
icon. The system opens the preview form, as follows:![\"\"](\"\/wp-content\/uploads\/2019\/05\/corporate-system-email-template-preview.png\")
<\/li>![\"\"](\"\/wp-content\/uploads\/2019\/05\/overwrite-button.png\")
button in the top part of the page.<\/p>\n\n\n\nWhen you overwrite the System Email Letter Template for the Master Zone, a ToDo notification is sent to all users (having the edit permission for System Email Letter Templates) of the Master and Franchise Offices that use this template.<\/span><\/pre>\n\n\n\nJob Letter Email Templates<\/h2>\n\n\n\n
Creating Job Letter Email Templates<\/h4>\n\n\n\n
![\"\"](\"\/wp-content\/uploads\/2019\/05\/corporate-job-email-templates.png\")
<\/li>![\"\"](\"\/wp-content\/uploads\/2019\/03\/add-task-icon.png\"){kind=icon}
icon.![\"\"](\"\/wp-content\/uploads\/2019\/05\/corporate-job-email-template-create.png\")
<\/li><\/strong> icon.<\/li> icon. The system opens the preview form, as follows:![\"\"](\"\/wp-content\/uploads\/2019\/05\/corporate-job-email-template-preview.png\")
<\/li> button in the top part of the page.<\/p>\n\n\n\nWhen you overwrite the Job Email Letter Template for the Master Zone, a ToDo notification is sent to all users (having the edit permission for Job Email Letter Templates) of the Master and Franchise Offices that use this template.<\/span><\/pre>\n\n\n\nEditing the Job Letter Email Template<\/h4>\n\n\n\n
<\/strong> icon.<\/li>Deleting the Job Letter Email Template<\/h4>\n\n\n\n
![\"\"](\"\/wp-content\/uploads\/2019\/02\/delete-icon.png\"){kind=icon}
<\/strong>icon.<\/li>You may not be able to delete the job letter email template that is already being used in the Franchise Offices within the Corporate Zone.<\/pre>\n\n\n\n
Internal Email Templates<\/h2>\n\n\n\n
Template Name<\/strong><\/td> Recipients<\/strong><\/td> Description<\/strong><\/td><\/tr> NewUser<\/strong><\/td> Franchise Portal:<\/strong>\n \n
\n
\n
An email about a new user created in the Office (Franchise Office \/ Master Office \/ Corporate Office).<\/td><\/tr> SendTodoList<\/strong><\/td> Assignee of the ToDo task.<\/td> An email with the list of ToDo tasks assigned to a specific user.<\/td><\/tr> SendEmptyTodoList<\/strong><\/td> Assignee of the ToDo task (any user).<\/td> An email with a message that no tasks are assigned to a specific user.<\/td><\/tr> NewMasterZone<\/strong><\/td> Users with the Corporate role from the Corporate Zone which the Master Zone attributes to.<\/td> An email about registration of a new Master Zone within the Corporate Zone.<\/td><\/tr> MasterZoneDeactivated<\/strong><\/td> Users with the Corporate role from the Corporate Zone which the Master Zone attributes to.<\/td> An email about deactivation of the Master Zone within the Corporate Zone.<\/td><\/tr> MasterZoneFeeChanged<\/strong><\/td> Users with the Franchisee role from the Franchise Office of the Master type.<\/td> An email about change of the Master Zone fee.<\/td><\/tr> NewOffice<\/strong><\/td> \n \n
An email about creation of a new Office in the specific Master Zone.<\/td><\/tr> OfficeDeactivated<\/strong><\/td> \n \n
An email about deactivation of the Franchise Office in the specific Master Zone.<\/td><\/tr> OfficeBlocked<\/strong><\/td> \n \n
An email about the blocking of the Franchise Office in the specific Master Zone.<\/td><\/tr> UserStatusChanged
<\/strong>ToInactivatedOrTransfered<\/strong><\/td>Franchise Portal:<\/strong>\n \n
\n
\n
An email about change of the user account status to inactive or transferred.<\/td><\/tr> FinalizedJob<\/strong><\/td> Franchise Portal:<\/strong>\n \n
\n
\n
An email about a new finalized Job.<\/td><\/tr> MonthlySlabReport<\/strong><\/td> Franchise Portal:<\/strong>\n \n
\n
\n
An email with the Monthly Slab Report.<\/td><\/tr> MonthlySalesReport<\/strong><\/td> Franchise Portal:<\/strong>\n \n
\n
\n
An email with the Monthly Sales Report.<\/td><\/tr> MonthlyContracts
<\/strong>ManagerReport<\/strong><\/td>