Manage portal e-mail templates

Settings - Portal or Portal - Admin

CCH iFirm supplies templates for e-mailing inbound files, outbound files and invitations. You can edit a default e-mail template instead of starting a new one from scratch. You can delete these templates if you do not need them. You can also set up your own e-mail templates. You can set the default templates in the portal settings. You have the option of sending your e-mail as HTML or plain text.

Contents

Edit a template

  1. Click Settings > Portal > Portal Settings.
  2. Click Edit Templates.
  3. Click a portal template in the list to open it for editing.

    4. ​

  4. Edit the template as required.
    • You can edit and reformat the text using the editor toolbar. The functions in the toolbar are similar to those used in Microsoft Word.
    • The e-mail template HTML editor is the same as the one used in the Jobs & Billing module - view information on using merge fields in an e-mail template.
  5. Click Save.

Back to top

Add a template

  1. Click Settings > Portal > Portal Settings.
  2. Click Edit templates.
  3. Click Add Email Template.
  4. Type your template name.
  5. From the Category list, select Portal.
  6. Type the e-mail subject text.
  7. Select how you want to send your e-mail (HTML or Plain Text).
  8. Type and format the e-mail content message, and insert merge fields as required using the buttons on the right hand side of the screen.
  9. Click Save.

​

Back to top

Delete a template

  1. Click Settings > Portal > Portal Settings.
  2. Click the Delete button at the end of the row of the template you want to delete.
  3. Click Yes to confirm.

Back to top