Personalising your email templates to panel firms
These settings allow you to personalise the content that is sent to your panel firm users as the job progresses. Each template has default text, however, you can change it to suit the content that best suits your needs.
Personalising Your Panel Firm Email Templates
Navigate to Panel Firms table > Settings gear > Email settings
Here you’ll see the standard email templates you can edit.
Each panel firm user can manage their own notification preferences via their account.
Personalising your template:
Click on the template you’d like to edit to expand it.
Click into the white text area that appears to expand the editor.
You can edit the subject line and body.
You can use the shortcodes to add any extra content.
Once edited, press “Save”.
Adding other templates
You can run extra templates using our Workflows feature.