Email templates are a great way to optimise your workflows. Combined with Scheduled Events, you can remove the humdrum, repetitive aspect of communicating the status of you tasks with Clients or your Team Members.
If you have the correct role, you can find the Email Templates section in the Sidebar or Admin panel of SwiftCase.
From the resulting listings, you can Create Template or Edit an existing one.
Create rich text or HTML Based Templates
You can build simple or complex templates using rich text or html respectively. To just use rich text go ahead and type in the large textarea for the template.
To manage more advanced appearance of the email you can access the html editor by clicking the <> button on the top row of the template textarea.
Is this a workflow only template?
This option allows you to control where in SwiftCase you want the template to be accessed. If you have a large number of workflows that require different templates you can soon be swamped by a huge selection. Select this to ensure the templates will only be visible in workflows.
Task Information Tags
Task Information Tags are a powerful way to pull relevant information into your email template automatically. Please visit the relevant section here.
It’s important to remember that when editing a document template to include question tags, that each side of the question has both of the curly braces.
If one is accidentally removed then this will break the email template when it comes to rendering in a Task.