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Field | Type | Description | Mandatory/Optional |
|---|---|---|---|
Name | Text | Define a name for the template. Name should be unique. | Mandatory |
Notification Type | Dropdown | A dropdown including types; Compliance, Review, Action, Custom. Selecting a type will determine the snippets and trigger criteria of the e-mail.  | Mandatory |
Description | Text | A textbox to include a brief description of the e-mail template. | Optional |
Notification Method | Checkbox | Select the method of the notification to be sent. | Mandatory |
Subject | Text | E-mail subject. This will be visible in the e-mail in the 'subject' field. | Mandatory |
Email Body | Text | Text area to include the e-mail body. Few common formatting functionality will be included here such as bold, italic, underline, strike through text; align text to right, left, centre, justify, remove alignment; Font size, spell check and snippet. | Mandatory |
STEP 4: Click 'Save'.
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