What's New:
Now it's even easier for Account Managers and users to create a custom "Signature Request" notification!
You can now see special built-in templates (like "Signature Request") and quickly make your own copy to edit - no need to start from scratch.
Here’s what changed:
- Built-In Templates Are Visible:
You can now see system templates like "Signature Request" by checking "Include System." - Safe & Easy Editing:
You can’t edit or delete the original templates - but you can make a copy and customize it however you want! - New Look:
We updated the template page with a cleaner, more modern design. - Better Search and Filters:
You can still search and filter templates easily, just like before.
How to Use It:
- Go to Notification Templates.
- Check the "Include System" box to see built-in templates.
- Find the one you want and click [Copy].
- After copying, hit [Refresh] - your copy will appear.
- Edit your new copy to make it your own!
- Delete your copy anytime if you no longer need it.
- Use search and filters to quickly find your templates.