Use the Email Styling Tab to brand your organization's outgoing emails, such as notifications and reminders, with customized logos, colors, and text. To ensure that the email looks as expected, you can send a test email to review and assess its appearance before enabling it for the organization.
Contents
| Field | Description |
|---|
| Enable Email Styling
|
Select
Enable Email Styling to apply the formatting and styling defined on this screen to emails sent from this company.
|
| Field | Description |
|---|
| Enable Email Header
|
Select
Enable Email Header to apply a header to emails sent from this company.
|
| Background Color (RGB)
|
Enter the color code for the header background (e.g. #FFFFFF).
|
| Size
|
Select the size to display the header. If you select
None, the size will default to the email client setting.
|
| Company Logo
|
Enter, or click
 , to select the location of the company logo graphic to display in the header.
Before you can select a company logo for the header, you must set it up in the
Company Logos table window block on this screen.
Note: Make sure you establish alternate file locations on the
Manage Alternate File Locations
screen before assigning logo locations on this screen.
|
| Alignment
|
Select where to place the log in the header. Select
None to use the default position of the email client.
|
| Field | Description |
|---|
| Enable Email Header Text
|
Select this checkbox to add the text defined in this section to the email header.
|
| Header Text
|
Enter the text that will display in the header.
|
| Font Size
|
Select the size of the header text.
|
| Font Family
|
Select the font style.
|
| Bold
|
Select this checkbox to bold the header text.
|
| Text Color
|
Select the color for text in the header.
|
| Text Alignment
|
Select the position of the header text. Select
None to use the default position of the email client.
|
| Italics
|
Select this checkbox to italicize the header text.
|
| Field | Description |
|---|
| Enable Email Footer Text
|
Select this checkbox to add the text defined in this section to the email footer.
|
| Footer Text
|
Enter the text that will display in the footer.
|
| Font Size
|
Select the size of the footer text.
|
| Font Family
|
Select the font style for the footer text.
|
| Bold
|
Select this checkbox to bold the footer text.
|
| Text Color
|
Select the color for the footer text.
|
| Text Alignment
|
Select the position of the footer text. Select
None to use the default position of the email client.
|
| Italics
|
Select this checkbox to italicize the footer text.
|
| Field | Description |
|---|
| Enable Email Footer
|
Select
Enable Email Footer to apply a footer to emails sent from this company.
|
| Background Color (RGB)
|
Enter the color code for the footer background (e.g. #FFFFFF).
|
| Size
|
Select the size of the footer. If you select
None, the size will default to the email client setting.
|
| Company Logo
|
Enter, or click
, to select the location of the company logo graphic to display in the footer.
Before you can select a company logo for the footer, you must set it up in the
Company Logos table window block on this screen.
Note: Make sure you establish alternate file locations on the
Manage Alternate File Locations
screen before assigning logo locations on this screen.
|
| Alignment
|
Select where to place the logo in the footer. Select
None to use the default position of the email client.
|
| Field | Description |
|---|
| Send Test Email
|
Click Send Test Email to send a preview of your updates to the email address assigned to your user account in Costpoint. You must first save your changes on this screen to see the results in the test email.
|