COBBLESTONE SOFTWARE
Contract Insight — User Guide
Create/Edit/Delete a Notification Template
03. Admin User Manual › Alerts & Notifications › Create/Edit/Delete a Notification Template
Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.
1. Overview
Administration → Notification Templates is where the wording of every system email is managed: pick an Area (Contracts & Committals, Employees & Users, Purchase Orders, Requests, Solicitations & Procurements, Vendors & Customers) to list its templates, then select one to edit its Title, Description, Subject, and Body — with HTML, Rich text, and Merge tokens views of the body, a Theme picker, and an Active checkbox that can turn a template off without deleting it.
2. Key Elements
- Administration → Notification Templates → Area lists every template scoped to that area's underlying table, e.g. tblContracts or tblContractTasks
- Each template edits Title, Description, Subject, and Body, with HTML/Rich text/Merge tokens tabs on the body
- Theme applies one of the configured Notification Themes (Design themes) to how the email looks
- Active controls whether the scheduler sends this template at all; Save commits changes, and Preview with sample data shows the result
3. Quick Reference Summary
[TODO: content needed]