Edit Notification Email Text Messages

Use Notification Email Texts in the Advanced Tools submodule in the Settings module to edit notification email text messages.

To use Notification Email Texts in the Advanced Tools submodule, you must have access to Settings as defined in User Access Rights under Settings.

To edit a notification email text message:

  1. On the main toolbar, click Settings .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the notification email message that you want to edit.
  3. In the left pane of the Settings page, click Advanced Tools > Notification Email Texts.
  4. Use the Type drop-down list to select the notification email text message that you want to edit.
  5. In the middle pane, make the necessary text and formatting change.
  6. To add tags, position your cursor where you want to place the tag and click Add Tags .
  7. In the Add Tags dialog box, select the tag that you want to add.
    When you select a tag, it is added automatically.