Email Templates

The Email Templates screen allows authorized users to view and manage the email templates used by the system to send notifications to users. These templates control both the content and branding of system-generated emails.

Purpose

The Email Templates screen enables users to:

• View default and customized email templates
• Customize email content and branding
• Test email templates before applying changes

Email Templates List

The main screen displays a list of email templates currently available in the system. These may include default system templates or templates that have been customized by the tenant.

Table Columns

Each template is listed in a table with the following columns:

• Template Name
  The name of the email template (for example, Password Reset).
  Clicking the template name opens the edit screen.

• Updated On
  The date when the template was last modified.

• Updated By
  The name of the user who last updated the template.

• Status
  Indicates whether the template is Active or Disabled.

Editing an Email Template

Clicking on a Template Name opens the Edit Template screen, where users can customize the email content.

Edit Template Screen

Email Subject

• An input field at the top of the screen
• Defines the subject line of the email notification

Template Editor Tabs

The editor includes two tabs:

1. Code

• Contains the HTML code for the email template
• Users can modify the HTML to customize layout, branding, and messaging

2. Preview

• Displays a live preview of the email
• The preview is rendered directly from the HTML code in the Code tab
• Allows users to review the final appearance before saving

Variables Panel

• Located on the right side of the screen
• Displays a list of available variables that can be used within the template
• Variables are read-only and cannot be edited

Example variables for a Password Reset template include:

• code
• expire
• tenantId

These variables can be referenced in the HTML code to dynamically populate email content.

Template Actions (Editor Level)

To the right of the editor tabs, the following actions are available:

• Reset to Default
  Restores the template to its original default version

• Copy Code
  Copies the HTML code to the clipboard using the copy icon

Top-Level Actions

The following action buttons are available in the top-right corner of the edit screen:

Send Test Email

• Sends a test email using the current template configuration
• The email is sent to the currently logged-in user’s email address
• Useful for validating layout, content, and variable rendering

Update Template

• Saves all changes made to the template
• Updates the template used for future system notifications

Summary

The Email Templates screen provides full control over system email notifications. With HTML-based editing, live previews, dynamic variables, and test email functionality, tenants can tailor email communications to match their branding and messaging requirements while maintaining system consistency.